Colton grew up in the small, east Texas town of Lovelady. He was taught values that are held true in the business every day. It was ingrained in him to have great respect for good people who work hard and serve their community well. His goal is to ultimately help clients in attaining wealth, the ability to do what they want, when they want, with who they want for as long as they want, by making wise decisions through a documented and designed process: 5 Level Planning Process, which provides a framework for prudent decision making in regard to investment, retirement, education, income tax, insurance, and estate planning decisions. His passion for learning began at a young age and as his passion for this industry grew, he decided to attain his CERTIFIED FINANCIAL PLANNER™ certification through the University of Dallas. Colton and his wife, Erica, have two kids, Beckett and Lyla, who are their pride and joy.
