Colten has worked in finance since 2011. Coming from a family business himself, he works closely with business owners and their families to prioritize their goals and develop customized wealth management solutions for his clients with complex needs.

Colten assists owners through every stage of the business lifecycle; from owning and operating the business to transition periods. He specializes in business transitions, estate and wealth transfers, and philanthropic planning.

Colten takes a holistic approach to creating thoughtful financial plans and offering investment management expertise. He also provides corporate fixed income portfolio management for businesses.

• BS, business and economics, Westmont College