Colin White, CPA, CMA, CFP®, CIM®

Colin has worked in the financial services industry since 1992. Colin is a graduate of St. Mary’s University with a Bachelor of Commerce degree, majoring in accounting. He is also a Certified Management Accountant (CMA) (CPA) and Certified Financial Planner® Professional. As part of his commitment to you, he makes it a priority to attend national conferences on topics of investments, insurance*, and financial planning.

Colin’s years of experience give him the knowledge and ability to help people truly understand their circumstances and make informed decisions. The one thing do-it-yourselfers find difficult to do well is to achieve the perspective required to make sound decisions. He can offer the perspective to help you accomplish your financial goals.