Colin started his career in financial services with MassMutual in 2004 after working in the telecommunications industry. He co-founded a financial services firm, Veritas Financial, in 2013 where he continued to grow his practice and serve his clients using fee-based financial planning, the majority of which are business owners and executives. In 2019, together with Peter Glassman, he formed Wealth Insight Partners, a boutique wealth management firm focused on smart and discerning clients who value a customized client experience.
Colin is a graduate of the University of Massachusetts, Amherst. He is a Certified Financial Planner™ Professional and holds the Certified Family Business Specialist (CFBS) designation. For several years, Colin has been awarded Washingtonian Magazine’s distinction as one of the area’s Best Financial Advisors. In addition, he was awarded one of Bethesda Magazine’s Top Financial Professionals in 2022. Colin is currently President of the MassMutual Advisors Association, a volunteer position representing the over 7500 financial advisors that are part MassMutual Financial Advisors. He is also a member of the CFP Board, Finseca and NAIFA – all industry organizations that help promote and advocate for the work that Colin does with his clients.
He is actively involved in Leadership Greater Washington (Class of 2014), and is a past member of EODC, the Entrepreneurs Organization for business owners in the DC area, where he was a board member. Colin currently serves on a non-profit board for Alternative Paths Training School, a school that focuses on children with developmental disabilities, is a member of the admissions committee at Congressional Country Club, and was a board member and board chair for For Love Of Children (FLOC), which provides after school programs for underprivileged children.
Outside of work, Colin is an avid automobile racer, CrossFitter, golfer and a big fan of live music and sporting events. He resides in Bethesda, MD, with his wife, Suzanne (who joined Wealth Insight Partners in 2018 to support with business operations and strategy), and their three children, Jackie (14), Sean (11), and Charlie (9).