Retirement Plan Advisor
Colin joined our firm in 2021 and serves as a Retirement Plan Advisor on our 401(k) Consulting team, supporting the ongoing services we provide our plan sponsor clients. As an Investment Advisor Representative, Colin also provides beneficial financial guidance to the numerous 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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