Retirement Plan Specialist
Years of experience: 12+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
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. 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.¹ 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.
Fun Fact: Colin is a certified tennis instructor.
Personal Information: 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.
¹The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.