Colby loves that finance brings together two things he genuinely enjoys: working with numbers and working with people. With a natural interest in investing, math, and statistics, he appreciates the complexity of finance while enjoying the challenges of making it easier for others to understand.
As a Client Service Associate in the Oklahoma City office, Colby finds the most fulfillment in helping clients navigate the often-complex world of finance. Whether assisting with retirement plans, investments, or financial planning concepts, he enjoys making financial topics more approachable and easier to understand.
Originally from Stillwater, Colby now lives in Oklahoma City. Outside of work, he enjoys traveling, spending time with family, and working on his golf game.