Colin is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® who specializes in managing the fiduciary responsibilities of 401(k) plans and their sponsors. He plays a key role in the implementation and design of new plans while ensuring that the fund lineups are regularly reviewed to provide suitable options for clients and their employees.

In addition to overseeing investment choices, Colin evaluates recordkeeping platforms to ensure that clients and participants have access to the latest technology and an optimal user experience, all at a competitive cost. He is dedicated to delivering comprehensive solutions that meet both plan sponsors' needs and participants’ goals.

Before joining Sage Rutty in 2015, Colin served as a Personal Account Manager for AXA Equitable in Syracuse, NY, where he earned licenses from the Financial Industry Regulatory Authority (FINRA) and the New York State Insurance Department.