Cole has built a practice throughout the Western United States with a unique focus in working with medical professionals, executives, business owners, and retirees.
Cole started his career in financial planning as an advisor with AXA Advisors and BCJ Capital Management. While there, he learned the comprehensive nature of investment, insurance, financial and estate planning. Cole feels that coordination with a client’s CPA and Estate Attorney are critical in providing the optimal financial outcome for their family.
Where I Come From:
Cole grew up in Phoenix, Arizona. He currently lives in Farmington, New Mexico and loves spending time with his wife, Remi, their four children, Smith, Captain, Leif and Naomi, goldendoodle Greta, and sheepadoodle Izzy. His hobbies away from work include the beach, mountains, and sports.
Cole earned a Bachelors Degree in Business Management and his CERTIFIED FINANCIAL PLANNER™ with Boston University.
Will I be okay? Will my family be okay? Can I afford to do the things that are important to me? These are questions that we feel everyone should have clear answers to. Having the ability and expertise to provide this information is powerful. It’s a privilege to work with the people that we do, and we are thankful for the opportunity.
Cole is actively involved in his church and volunteers in many capacities giving back to his local Farmington community.