Colten began his career in wealth management in 2011. He’s responsible for coordinating all stages of the financial planning process, assessing risk, asset allocation, portfolio rebalancing, investment implementation, and portfolio monitoring. His clients span a range of industries, including manufacturing and consumer products, construction, and technology.
Colten is committed to helping individuals, families, businesses, and business owners reach their financial goals. He’s passionate about delivering holistic financial solutions that are customized and aligned with their needs. Colten is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 securities license from the North American Securities Administrators Association.