Colin James, BA, CFP®

Financial Planner

I have been in the insurance and investment industry since 1996. As a Certified Financial Planner professional, I deliver tailored, integrated wealth management solutions to help families achieve their financial goals. I also work with business owners helping them with group benefits plans, key person issues, and shareholder agreement funding.

One of the things my clients tell me is that I help them understand complex financial issues and I am very approachable.  When working with me, expect a relaxed experience.

I am a life-long musician and an avid cyclist. I live with my spouse LeeAnne and best friend Oliver.