Colby joined the firm in August of 2024. He then earned his Securities registrations, Series 7 and 66, which made him a Financial Advisor. He also earned his Insurance License in 2025. These licenses will allow him to help his clients plan for and enjoy their retirement. While his primary focus will be financial planning for businesses retirement plans and individuals, he will also be able to assist his clients with taxes and the tax implications of their investment decisions.
Before joining us, Colby attended The University of South Carolina, where he earned an associate's in business management, an associates in arts, and a bachelor's in organizational leadership.
When Colby is not at work you can normally find him with his wife Kaci, at his church where he serves as a youth leader, or on the golf course.