As a wealth planning advisor, Cole specializes in partnering with high-net-worth individuals, business owners, and multi-generational families to work as your personal CFO, navigating the extraordinary opportunities and challenges that define your life.
Cole’s mission is simple: to put your interests first and equip you with the financial strategies, tools, and coordination you need to pursue your most meaningful goals. Whether managing your investments, preparing for retirement, transferring wealth to the next generation, or optimizing your tax and estate plans, Cole will work with you to build a customized financial roadmap that reflects your values and vision.
Cole initially entered the financial services industry to fuel his desire to help people dream bigger and live more fully. With a background in finance and a heart for service, Cole has made it his life’s work to guide individuals and families through exciting, important, and difficult decisions, offering both strategic direction and a thoughtful perspective.
What sets Cole apart is his ability to truly listen, understand what matters most to you, and translate that into an actionable plan. He’ll coordinate with the other professionals in your life, so every aspect of your financial world is aligned. Taking a long-term approach, your plan will grow and adapt as life unfolds.
Cole believes financial planning is about more than numbers; it’s about creating a life of fulfillment for you and generations to come. His planning process is centered on the Lifetime Income Model™ and a fiduciary commitment to serve you first, last, and always. Cole begins with a deep discovery conversation, mapping your goals and current resources. From there, he delivers a tailored financial plan and investment strategy, followed by ongoing reviews to help you stay on track through changing markets and milestones.
Cole holds multiple industry designations that reflect his dedication to specialized knowledge and excellence: the Accredited Investment Fiduciary® (AIF®), Chartered Retirement Planning Counselor℠ (CRPC®), and Qualified Plan Financial Consultant (QPFC). These credentials strengthen his ability to offer prudent investment guidance, personalized retirement planning, and specialized support for business owners managing retirement plans.
Cole earned a finance degree from James Madison University and brings years of financial experience grounded in both his education and real-life perspective. Outside the office, he is a proud husband to his beautiful wife, Anya, and father to their two children, Sean and Milana.
As a strong Christian family, they let their faith guide their lives. Cole enjoys spending time outdoors, staying active, and taking every opportunity to explore new places with his family. When Cole is not working, you can find him golfing, hiking, and fishing.
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CRPC conferred by College for Financial Planning.