Cole is a Paraplanner at our firm, where he plays a key role in supporting the advisory team and delivering comprehensive financial planning services. In his role, Cole analyzes client financial data, assists in the development of customized financial plans, conducts in-depth investment research, and helps ensure ongoing regulatory compliance.
He holds his Life and Health insurance licenses, as well as the Series 7 and Series 66 securities registrations. Cole is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification, further demonstrating his commitment to professional excellence and client service.
Cole earned dual bachelor’s degrees in Finance and Data Analytics from Bowling Green State University. During his time there, he served as Vice President of the Business Innovation & Technology Group and was actively involved in intramural and club sports. He is still actively involved with the College and Finance department where we regularly attend events.