We are WNC's Partner in Finance

ADVISORS

George is the rock of our firm, clients and community. George's gift is his ability to bring out the best in whatever he touches, from mentoring his sons, to supporting our employees, to solving complex client needs.
George is the rock of our firm, clients and community. George's gift is his ability to bring out the best in whatever he touches, from mentoring his sons, to supporting our employees, to solving complex client needs.

George M. Groome, CLU®, ChFC®, MSFS

Chairman
ggroome@coltongroome.com

Author, speaker, life insurance expert, and Asheville native, Tate is our marketing leader.  A prominent face in the community, he is passionate about creating insurance plans that span generations.
Author, speaker, life insurance expert, and Asheville native, Tate is our marketing leader. A prominent face in the community, he is passionate about creating insurance plans that span generations.

G. Tate Groome, CFP®, CLU® 

Co-CEO & Director of Insurance Strategies
tgroome@coltongroome.com

Matt's accounting background and ability to relate to our clients make him the perfect fit to serve our Corporate Retirement 
Plan and Wealth Management clients.
Matt's accounting background and ability to relate to our clients make him the perfect fit to serve our Corporate Retirement Plan and Wealth Management clients.

Matthew L. Groome, CFP®, CPA, QPFC

Co-CEO & Director of Retirement Plans
mgroome@coltongroome.com

Colin makes our firm better every day. Consistent, thoughtful, and trustworthy come to mind when Colin is mentioned.  Canadian-born, Colin brings a myriad of real-life experiences to our Wealth Management Team.
Colin makes our firm better every day. Consistent, thoughtful, and trustworthy come to mind when Colin is mentioned. Canadian-born, Colin brings a myriad of real-life experiences to our Wealth Management Team.

Colin S. Larsen, CFP®, MBA

Director of Personal Financial Strategies
clarsen@coltongroome.com

"OJ", as he was known in High School at T.C. Roberson, is a perfect match for our firm.  John is the main contact for all personal financial planning relationships.  He joined our team in 2012, but we don’t remember life before John!
"OJ", as he was known in High School at T.C. Roberson, is a perfect match for our firm. John is the main contact for all personal financial planning relationships. He joined our team in 2012, but we don’t remember life before John!

John Igharas, MBA

Financial Advisor
jigharas@coltongroome.com

Dave’s easy personality and dedication to our clients make him an integral part of the CG team. If you participate in your employer-sponsored retirement plan, he is your man.  Be sure to ask about Solomon, his beloved dog!
Dave’s easy personality and dedication to our clients make him an integral part of the CG team. If you participate in your employer-sponsored retirement plan, he is your man. Be sure to ask about Solomon, his beloved dog!

Dave Nelson, CRPS®, AIF®

Retirement Plans Specialist
dnelson@coltongroome.com

ASSOCIATES

Bob is our Wizard of Oz, the man behind the scenes.  Bob is all things IT, Quickbooks, Payroll and Operations.  If you’ve been around our office, you have probably been greeted by Bob’s warm smile and personality.
Bob is our Wizard of Oz, the man behind the scenes. Bob is all things IT, Quickbooks, Payroll and Operations. If you’ve been around our office, you have probably been greeted by Bob’s warm smile and personality.

Robert C. Ballard, MBA

Director of Finance & Operations
bballard@coltongroome.com

Boaty's motto is, “Every day is a holiday, and every meal is a feast here at Colton Groome.” With his good nature and humor, he  ensures that the insurance process runs smoothly and that all policies are monitored consistently.
Boaty's motto is, “Every day is a holiday, and every meal is a feast here at Colton Groome.” With his good nature and humor, he ensures that the insurance process runs smoothly and that all policies are monitored consistently.

Boaty Alexander, CLU®, ChFC®

Insurance Services Coordinator
balexander@coltongroome.com

This 6’4’’ guy towers over us all.  Although Erick seems like an introvert, his quick wit makes all of us laugh on a daily basis.  Anything investment related has Erick’s expert “touch” on it.
This 6’4’’ guy towers over us all. Although Erick seems like an introvert, his quick wit makes all of us laugh on a daily basis. Anything investment related has Erick’s expert “touch” on it.

Erick H. Robinson

Investment Services Coordinator
erobinson@coltongroome.com

Lizzie is Tate's right-hand-woman, specializing in trust-owned life insurance policies.  However, her recent BBA in Trust and Wealth Management helps bring a fresh perspective in numerous Colton Groome services.
Lizzie is Tate's right-hand-woman, specializing in trust-owned life insurance policies. However, her recent BBA in Trust and Wealth Management helps bring a fresh perspective in numerous Colton Groome services.

Elizabeth Tart

Client Services Specialist
etart@coltongroome.com

Diamond specializes in creating a welcoming Client Experience. From event planning to office hostess, her creative mindset and Marketing degree help set Colton Groome & Company apart from other firms.
Diamond specializes in creating a welcoming Client Experience. From event planning to office hostess, her creative mindset and Marketing degree help set Colton Groome & Company apart from other firms.

Diamond Adams

Director of Client Experience & Marketing
dadams@coltongroome.com

Taylor is the Jack-of-all-Trades: Colton Groome's utility player. Whether insurance, corporate retirement paperwork, or investment details, she's the behind-the-scenes guru of processes.
Taylor is the Jack-of-all-Trades: Colton Groome's utility player. Whether insurance, corporate retirement paperwork, or investment details, she's the behind-the-scenes guru of processes.

Taylor Bell

Operations Specialist
tbell@coltongroome.com

LOGO-W-I-R.-transparency-White-lettering

Horizon Investments, LLC is a separate entity from ValMark Securities Inc. and ValMark Advisers, Inc, and Colton Groome & Company.

Fee-based planning offered through Colton Groome Financial Advisors, LLC, a state registered investment advisor. Third party money management offered through ValMark Advisers, Inc., a SEC registered investment advisor. Securities offered through ValMark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, Colton Groome Financial Advisors, LLC, and Colton Groome Benefits Advisors, LLC are separate entities from ValMark Securities and ValMark Advisers, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.