Colin is a Retirement Consultant providing both qualified and non-qualified plan consulting services for our institutional clients. He has expertise in helping clients create and administer customized benefit plans that help achieve the specific goals of the business.
He works with clients to offer a best-in-class plan by consulting plan design; analyzing participant behavior, including investments and savings behavior; compiling information on retirement and investment industry trends and evaluating findings relative to client‐specific data; analyzing and interpreting industry and client‐specific data; and developing recommendations based on findings.
Colin graduated from The University of Iowa Tippie College of Business and holds a BBA in Finance. He was also admitted into Iowa’s Applied Equity Investment Management Program, working with peers to manage a sleeve of the University Endowment. He currently holds a designation from the National Association of Plan Advisors, the Certified Plan Fiduciary Advisor (CPFA®), and is seeking to complete studies and testing for his Certified Investment Management Analyst (CIMA®) designation given by the Investments and Wealth Institute.