Summit Group of Virginia
Retirement Plan Advisor
Colin joined our firm in 2021 and serves as a Retirement Plan Advisor on our Retirement Plan Consulting team. He partners with organizations to deliver independent retirement plan advice – working with plan sponsors to strengthen fiduciary oversight, improve plan design, and enhance employee retirement outcomes. As an Investment Advisor Representative, Colin also supports the financial wellness initiatives we deliver to employees participating in the retirement plans we consult.
Colin is a graduate of Liberty University where he earned a B.S. in Accounting. Prior to joining Summit Group, Colin served as a Senior Associate with KPMG LLP and as a Senior Accountant with Harbor Group.
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