Colin joined Merrill Lynch Wealth Management in 2011 and is focused on the financial health of successful, hard-working individuals and their families. His team also possesses a deep understanding of the complicated financial needs of entrepreneurs and business owners — from financing and growing a business, to business succession strategies and corporate retirement plan benefits.

Colin’s process is consultative and committed to excellence. First, he takes the time to listen to each client's personal financial situation and goals, including time horizon, liquidity and risk tolerance. Second, he offers recommendations designed to pursue each client’s income and growth objectives. He then follows-up with discussions covering a wide range of strategies, leveraging both the broad resources and intellectual capital of Merrill Lynch Wealth Management and the banking convenience of Bank of America.

Colin is a 2002 graduate of The George Washington University with a B.A. in Philosophy. He also holds the CERTIFIED FINANCIAL PLANNER^™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Plans Specialist^SM designation from the College for Financial Planning, the Certified Plan Fiduciary Advisor^® designation from the National Association of Plan Advisors and the Certified Exit Planning Advisor^® designation from the Exit Planning Institute^™

Colin resides in Natick with his wife Lisa where he is an active member of the community. When his is not in the office or with a client he enjoys working out, golf, reading American history and listening to Frank Sinatra.