Senior Retirement Plan Advisor
Colin joined our firm in 2021 and serves as a Senior Retirement Plan Advisor on our Retirement Plan Consulting team. He partners with organizations to deliver independent retirement plan consulting, helping plan fiduciaries strengthen governance, enhance investment oversight, optimize plan design, and improve employee retirement outcomes.
Colin also supports the employee education, engagement, and financial wellness initiatives we deliver through the retirement plans we consult, helping employees build confidence in their financial future.
Colin earned a Bachelor of Science in Accounting from Liberty University. Prior to joining Summit Group, he served as a Senior Associate with KPMG LLP and as a Senior Accountant with Harbor Group, bringing a strong background in accounting, financial analysis, and client service to our team and clients.
Our aim is to serve our clients with their best interests at heart. If you think we might be able to help you, reach out to start a conversation.
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