Colin joined BWM Financial in 2017 and is a lead financial advisor for the firm. His primary responsibilities include building custom financial plans and investment strategies for the clients. Colin is a people person with a knack for numbers and problem-solving. He is a CERTIFIED FINANCIAL PLANNER® and holds the Certified Investment Manager Analyst® certification administered by the Investments and Wealth Institute.
Colin attended Whitman College in Walla Walla, WA, where he graduated with a bachelors in Math-Economics and a minor in French. He ran cross-country for Whitman and became very involved in the school’s outdoor program both coordinating and leading outdoor trips for the college.
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