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 M. Groome, CLU®, ChFC®, MSFS

Board Chair
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.

G. Tate Groome, CFP®, CLU®, AEP®

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.

Matthew L. Groome, CFP®, CPA, QPFC

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

Colin brings a wealth of real-life experience and knowledge by combining his Trust & Estate acumen with his investment prowess to provide advanced planning techniques and strategies. He worked for 14 years with a family-owned manufacturing company before becoming securities and insurance credentialed. He joined the Colton Groome firm in 2004. Colin holds a BS from Auburn University, an MBA from the Schulich School of Business at York University in Toronto, Canada, and is a Certified Financial Planner™. He and his family are now full-time residents of Kenmure.

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

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 Plan Advisor
dnelson@coltongroome.com

Colton Groome is excited for new brain power behind the scenes. Matt D. is head of investment anlysis and product selection for our investment platforms, helping Colton Groome reach a new level of in-house services.

Matt Donohue, CFP®, CPA, CFA® Exam Level III Candidate

Manager of Trading & Investment Operations
mdonohue@coltongroome.com

Ellen joined Colton Groome in May of this year. She is a Western North Carolina native that is returning to the Financial Services industry after several years of running her own business. She brings more than a decade of experience, working directly with Matt Groome and Colin Larsen in our Personal Wealth Department.

Ellen Cain

Financial Planning Strategist
ecain@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.

Robert C. Ballard, MBA

Director of Finance & Operations
bballard@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.

Erick H. Robinson

Investment Services Coordinator
erobinson@coltongroome.com

Taylor is the Jack-of-all-Trades: Colton Groome's utility player. Whether insurance, investment details, or internal operations, she's the behind-the-scenes guru of systems and processes.

Taylor Bell

Operations Manager
tbell@coltongroome.com

Laura specializes in insurance policy administration. She ensures all our T's are crossed and I's are dotted in the insurance world, while enhancing client relationships throughout the underwriting process.

Laura Greene

Insurance Services Specialist
lgreene@coltongroome.com

Stacey Anderson joined the Colton Groome team in August of 2019. She brings over six years of financial experience to the firm, with over three years’ experience specific to Retirement Plans. She is Dave’s right-hand-woman for Retirement Plan scheduling, internal processes, and participant experience to ensure the Plan Sponsor and Administrative Team have a seamless and positive experience.

Stacey Anderson

Retirement Plans Coordinator
sanderson@coltongroome.com

Amy joined the Colton Groome team in September of 2019. She is an incredible asset to our firm, bringing over 27 years of insurance-specific experience in underwriting advocacy. Amy is a graduate from North Carolina State University and holds her life, health, and long-term care licenses. She works directly with Tate Groome in our insurance division.

Amy Gillen

Insurance New Business Specialist
agillen@coltongroome.com

Matthew, affectionately referred to as "M3", permanently joined the Colton Groome team in 2019, following the completion of his internship at the firm. Matthew currently holds a B.S. in Management as well as a B.S. in Music Technology. Not only is he the first face you see in the office, but his detail-oriented and meticulous nature has also motivated him to be Bob's right-hand-man in accounting and bookkeeping.

Matt Hagan

Client Coordinator & Accounting Assistant
mhagan@coltongroome.com

Kaitlin is the newest face in the Colton Groome office. She joined the team in October of 2019. She is new to the Asheville area by way of New York City. She has worked in the Finance Industry for 6 years specializing in client relations and event planning.

Kaitlin Thompson

Executive Assistant to George M. Groome
& Community Liaison
kthompson@coltongroome.com

Diamond is the Marketing & Events Director. She specializes in creating a consistent and beautiful brand in all things Colton Groome. Whether it's the website or an investment presentation, it has the "diamond-touch."

Diamond Adams

Marketing & Events Director
dadams@coltongroome.com

1127-B Hendersonville Rd
Asheville, NC 28803

Tel - (828) 252-1816
Fax - (828) 254-5895

Form ADV Part 2A

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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

Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 100, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome & Company, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc. Colton Groome & Company is a separate entity from Retirement Plan Advisory Group.