Colten has worked in finance since 2011. He works closely with business owners and, individuals to prioritize their goals and develop customized wealth management solutions. Colten takes a holistic approach to creating thoughtful financial plans and offering investment management expertise. He also specializes in estate and wealth transfer as well as philanthropic planning.
Colten is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 securities license from the North American Securities Administrators Association.