Colin brings over 20 years of experience in Trust, Estate, Tax and Wealth Management in his role as Relationship Manager.
Currently, Colin’s responsible for the efficient administration of trusts, investment management, expert advice and counsel to our high-net worth clients in a manner that ensures compliance with legal requirements and business policies and procedures.
Over the years, Colin has served in the role as a Senior Trust and Relationship Manager working with estate planning attorneys, CPA’s, Real Estate and other professionals to meet the needs of clients.
Colin is a graduate of Cannon Financial Institute Trust School and holds the Certified Trust and Fiduciary Advisor (CTFA) designation granted through the Institute of Certified Banker’s (ICB). He has held the Series 7, 63, 66 securities industry designations as well as Washington Life and Health insurance licenses.
Earning his bachelor’s degree in General Studies, Colin graduated from Washington State University.
Colin volunteers as a Legacy Advisor for many years with Seattle Children’s Hospital Philanthropy Department providing estate and financial planning advancing philanthropy by educating the public on tax-wise and values-based planning.