As a Client Planning Associate and a Registered Representative with Cetera Advisors LLC, Colby's responsibilities include providing highly personalized client services, including onboarding and ensuring our client's financial goals align with their investments through our Goals-Based Planning Software.
Before joining the IIS Financial Team, Colby worked for Fidelity Investments and a local Wealth Management Firm. He graduated from the University of Maine and holds a B.A in Kinesiology. Colby has his Series 7 and Series 66 securities registrations.
He is a native of Sanford, Maine. In his free time, Colby enjoys weightlifting, watching football, and spending time with friends at the lake or beach.