Colby joined Heritage Financial Services in 2014. Colby graduated from the University of Nebraska-Lincoln with a Bachelor of Finance with an emphasis on risk management. Colby is licensed to sell life, health and disability insurance. He holds his Series 7 and 66 registrations and is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Colby specializes in creative investment strategies and mitigating risk exposures to formulate detailed financial strategies for individuals and business owners. Colby’s exceptional performance is recognized by qualifying for Million Dollar Round Table and Excellence in Performance on multiple occasions. He also qualified for Achiever, Foundation, Focus, Pinnacle, and Senate I clubs. In his spare time, Colby enjoys golfing and spending time with friends and family members.
Million Dollar Round Table: Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting.
Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.