hi, I'm Collin
Investing is a science. Success is a behavior.
Free weekly guides for people who are good at making money and want it working as hard as they do. Written by a licensed investment advisor, not a guru.
AIF® Series 65 Investment advisor with StratiCo
do it yourself
Learn from the guides
A free guide every week on what actually works for real investors. Read them, use the prompts, keep every dollar.
Browse the guides →or have me do it with you
Work with me
You're good at making money. I'll organize it, invest it on purpose, and stay with you through every market.
See how it works →start here
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about me
An advisor who'd rather teach it.
I'm a licensed investment advisor (AIF®, Series 65) with StratiCo. I work with people who are driven and doing well financially, but feel like their money isn't fully organized or working as hard as it could be, and they just don't have the time to fix it.
After years of doing this, I'm convinced the strategy is the easier part. The hard part is behavior: staying the course when the market drops, not chasing whatever your coworker just bought, actually getting started. The guides here are the same conversations I have with clients every week, free for anyone who wants them.
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Fiduciary
As an investment advisor, I'm legally required to act in my clients' best interest.
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AIF®
Accredited Investment Fiduciary®, a designation focused on fiduciary standards and a prudent, documented investment process.
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Series 65
The licensing exam required to give investment advice for a fee.
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How I'm paid
My investment management fee is a percentage of the assets I manage, and it doesn't depend on which investments I choose. I'm also a licensed insurance agent; how that's paid is spelled out on the Work with me page.
when you're ready
The guides show you what to do. I'll help you actually do it.
The guides are free and always will be. If you would rather have someone build, manage, and stay with you through every market, let's talk.