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 checks and guides on this site are the same conversations I have with clients every week, free for anyone who wants them.
Collin
The fine print, up front
Credentials and how I'm paid
Fiduciary
As an investment advisor, I'm legally required to act in my clients' best interest.
AIF®
Accredited Investment Fiduciary®, a designation focused on fiduciary standards and a prudent, documented investment process.
Series 65
The licensing exam required to give investment advice for a fee.
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.
20 minutes. No pitch. We both decide.