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 our 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.
Prior to working at BWM Financial, Colin worked as account director for a marketing firm in San Diego where he fostered a successful sales team and managed accounts throughout the greater San Diego area. Colin grew up in Claremont, CA, and he enjoys running, surfing, and skiing.