Colin is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent at Mercer Advisors, specializing in retirement strategies and holistic financial planning for high-earning professionals. With an MBA from Indiana University, he focuses on simplifying complex financial topics like equity compensation and tax planning for his clients.
Outside of work, Colin lives in a suburb of St. Louis with his wife and two children. He enjoys being part of his local community, attending jazz festivals, and exploring local restaurants. He previously participated in The Ohio State University Marching Band and Glee Club during his undergraduate studies.
Unique fact: While pursuing his financial career, Colin completed a two-month internship at a craft brewery, training side-by-side with the head brewer.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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