Cole is a Financial Planner at the firm, where he works closely with clients to develop and implement personalized financial strategies designed to support their long-term goals. He works to interpret financial data, construct comprehensive plans, evaluate investment opportunities, and ensure every recommendation is aligned with clients’ long and short-term goals.
Cole holds his Life and Health, Series 7, and Series 66 licenses, and has successfully passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. He is in the process of fulfilling the experience requirement for CFP® certification.
Originally from Ohio, Cole earned a dual degree in Finance and Data Analytics from Bowling Green State University. His combined background allows him to take both a strategic and data-driven approach to financial planning, helping clients make informed decisions with clarity and confidence. Cole lives in the Liberty Center area and is actively involved in his community. Outside of work, he enjoys staying active, building meaningful relationships, and continuing to grow both personally and professionally.