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. Colby specializes in creative investment strategies and mitigating risk exposures to formulate comprehensive financial plans for individuals and business owners. Colby’s exceptional performance is recognized by qualifying for Million Dollar Round Table and Excellence in Performance. In his spare time, Colby enjoys golfing and spending time with friends and family members.
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The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.