Clients turn to Colin for comprehensive, forward-looking financial strategies with tax considerations in mind from the start. With a background in tax and financial planning, and as an IRS-licensed Enrolled Agent (EA), he brings a tax-aware perspective to every client relationship. His interest in the industry began early in life when his grandmother helped him purchase his first stocks, sparking a lifelong curiosity about markets and investing that’s driven him ever since.

For Colin, financial planning starts with listening and knowing what a client values, and that understanding shapes every recommendation that follows. A health challenge earlier in his life left him with a deep appreciation for time, and a clear sense of what wealth is meant to provide: the freedom to spend that time on what matters most. He sees his role as helping clients pursue financial health to make that freedom possible, on their own terms. It’s also, in his view, a business that demands real passion; managing people’s hard-earned money means staying fully invested in the outcome. Colin earned a Bachelor of Arts in business and chemistry from Concordia College.

Outside of the office, Colin is a proud husband and self-described girl dad. An outdoors enthusiast, he is a committee member for the Outdoor Adventure Foundation in Fargo and enjoys activities such as hunting, fishing, golfing, and skiing. He also has a deep passion for food and sharing field-to-table dinners with family and friends.