Colin Holmes is a financial planner with extensive experience in financial analysis and planning. Currently employed at Creative Planning since July 2023, Colin previously worked as a Financial Planning Specialist at Four Quadrants Advisory and spent nearly a decade at WestPoint Financial Group as a Financial Planner. Expertise includes identifying financial goals, analyzing current situations, and developing strategies to address any gaps. Colin is licensed to sell insurance in IN, MI, IL, WI, and PA, as well as securities in IN, IL, TX, and PA. Previous internship experiences at Edward Rose & Sons and Corning Incorporated provided valuable skills in market analysis and financial modeling. Colin holds a Bachelor's degree in Finance and Economics from Butler University.
July, 2023 - present