Industry Expertise

Practice Focus


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.


  • BS, business and economics, Westmont College

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