Colin Higgins, CFP®, serves as a Wealth Advisor, leading client relationships and supporting the delivery of comprehensive planning and investment guidance. As a CERTIFIED FINANCIAL PLANNER™ professional, Colin brings technical training, planning discipline, and a client-service mindset to his advisory work.

In this role, Colin serves as the Primary Advisor for a defined group of clients, leading communications, review meetings, and planning coordination in partnership with the broader advisory team. His promotion to Wealth Advisor reflects an important step in his advisory career, including completion of the CFP® certification and required experience hours.