He has extensive experience managing assets for individuals, corporations, and pension plans including establishing and consulting on 401(k) plans, 403(b) plans, profit sharing, cash balance and executive benefit plans. Colin’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. Colin is a proud member of the team at Washington Financial Group that was recently named the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year. The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
Designations and Certifications: Accredited Investment Fiduciary (AIF®), Certified 401(k) Professional (C(k)P™), Certified Plan Fiduciary Adviser (CPFA) Education: McDaniel College, B.A. in Political Science and Shenandoah University, MBA Areas of Expertise: Retirement Plans, 401(k), 403(b), Financial Planning Speaking Topics: Benchmarking Fees in Your Retirement Plan, Behavioral Finance, Fiduciary Fundamentals, How to Prepare for a Plan Audit, How to Develop an Effective Retirement Plan Committee Colin is a Retirement Plan Specialist at Washington Financial Group focusing on corporate and non-profit retirement plans.
Colin is a certified tennis instructor and he and his wife have four children. He enjoys coaching football and soccer as well as playing in local USTA tennis leagues.