Colin joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. He serves as Financial Planner at Waverly. Colin entered the wealth management industry immediately upon graduation. He is fond of developing a deeper understanding of the coinciding aspects that devise a successful financial plan and enjoys providing clients with a certain level of tranquility, knowing that they are on the right path to reaching their financial and lifestyle goals.
He has earned his Investment Advisor Representative (Series 65) designation and has successfully completed the Certified Financial Planner exam.
Colin loves spending time with friends and family. He enjoys cheering on his favorite Chicago sports teams, golfing, and playing soccer.