As a Wealth Planner and Associate Wealth Advisor, Collin works closely with advisors and clients to prepare and maintain wealth plans that help navigate complex financial decisions. He is detail-oriented, solution-focused, and values collaboration as a way to bring clarity and confidence to the planning process.
He has successfully passed the CFP® exam and in nearing completion of the experience requirement to hold the certification.
A West Michigan native, Collin enjoys spending time on the lake and golfing at local courses.
Experience
Legacy Trust, 2023 – present
Black Swan Insurance Group, 2022 – 2023
Certification
Licensed Life Insurance Agent
Education
B.A., Economics, University of Michigan
Community Involvement
Youth Lacrosse Coach