With a deep-rooted passion for helping individuals and businesses achieve their financial goals, Colton is committed to providing professional guidance and empowering his clients to make informed financial decisions. He believes this is best achieved through a transparent approach, rooted with education, and the recognition that a one-size-fits all approach does not work.
Colton understands the significance of trust and works diligently to establish and nurture long-lasting relationships. His transparent approach ensures that his clients have a clear understanding of our recommendations, fees, and potential risks, fostering an environment of trust and confidence.
Education is key to financial success, and Colton is dedicated to empowering his clients with the knowledge they need to make sound financial choices. He takes the time to educate his clients about different investment strategies, retirement planning options, risk management techniques, and other relevant financial topics. By providing educational resources, personalized advice, and ongoing support, he strives to equip his clients with the tools necessary to navigate the ever-changing financial landscape.
Colton recognizes that every client is unique, with distinct financial objectives and circumstances. His commitment to personalized service means that he takes the time to listen and understand each client’s goals, preferences, and constraints. Colton and the HHFG team develop customized financial plans tailored to individual needs, providing strategies that align with their aspirations and vision of their financial future. This means integrating components far beyond investments and planning only; he believes in addressing all aspects of his clients’ financial lives.
He has a genuine desire to make a positive impact on the lives of his clients. Colton is passionate about guiding them on their journey towards financial prosperity and freedom. Through his unwavering commitment to integrity, education, and a tailored approach, he aims to be your trusted partner in achieving your financial goals.
Colton joined H&H Financial Group in 2015 after earning his MBA from Ithaca College. Prior to graduation, Colton was an intern with H&H Financial Group for two years. He offers investment advisory services through Eagle Strategies LLC in numerous states. He has served as a mentor to many local high school students interested in exploring financial careers. In addition, Colton is regularly asked by his peers to share his keen insights and special tools utilized when serving clients. Colton’s experience is in both business and personal wealth management and estate planning strategies.
Advanced Agent of The Year (2024 NYL Finger Lakes Office)
Retirement Income Certified Professional®, RICP®
Master of Business Administration, MBA, Ithaca College
Bachelor of Science, Business Administration/Finance/Economics, Ithaca College
Qualifying Member of the Million Dollar Round Table*, 2016-2019
Qualified for Court of the Table and Top of the Table for MDRT 2021–2023
New York Life Rookie of the Year, 2015**
New York Life New Advisor of the Year, 2015, 2016, 2017**
** New York Life/Affiliates Sales Production/Achievement Award
When Colton is not working with clients and the HHFG Team, he enjoys spending time with his wife, Samantha, and their two young daughters. They love exploring the Northeast in their camper and have grown especially fond of their annual visit to various sections of the Adirondack State Park. Colton is an avid outdoorsman and enjoys sharing these activities with his father and brothers—especially when they have the opportunity to do so in Midwest USA. In the near future, he hopes to combine his love of the Midwest and camping into a National Parks trip with his wife and children.
Colton is known for his love for all things motorsports. Be it classic muscle cars, vintage snowmobiles, dirt bikes, and everything in between, Colton is a motorsports enthusiast, and relishes the opportunity to understand and master the mechanics of the equipment. In the spring and summer months, he can be found at any number of car functions in the Finger Lakes.