Colton joined PKS in 2018 and is a Certified Financial Planner™.  As an Investment Advisor he works closely with individuals and business owners to define their financial goals and fine-tune strategies in an efficient and sustainable way.  He provides guidance, counseling, monitoring and disciplined financial advice while serving as a valued catalyst to encourage his clients to plan ahead.  Colton also maintains a niche in qualified retirement planning, assisting business owners with implementing and maintaining retirement plans while educating the employees of such benefits. 

Outside of work Colton enjoys spending time with his friends and family, traveling and watching sports.  He lives in Salisbury with his wife Taylor and their two corgis. 

AREAS OF PRACTICE

• Employer Sponsored Retirement Plan Analysis and Implementation
• Asset Allocation and Portfolio Design
• Comprehensive Financial Planning
• Retirement Income Planning
• Risk Management
• Social Security Planning
• Wealth & Risk Management for Institutions and High Net Worth Clients

PAST & PRESENT COMMUNITY SERVICE

• Salisbury Lions Club – President, Vice President, Treasurer, Secretary