Retirement Plan Specialist
Professional Designations: MBA, AIF®, C(k)P™
Colin is a Retirement Plan Specialist at Washington Financial Group focusing on corporate and non-profit retirement plans. 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 was recently named to the 2015 Financial Times Top 401 Retirement Plan Advisors list.¹
He is an Accredited Investment Fiduciary® (AIF®) as well as a Certified 401(k) Professional – C(k)P™.
Colin is married, and he and his wife have four children. He enjoys coaching football and soccer as well as playing in local USTA tennis leagues. He is also certified as a tennis instructor.
¹Awarded to financial advisors managing at least $25 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.