ADVISORS

George M. Groome, CLU®, ChFC®, MSFS
Board Chair
ggroome@coltongroome.com

G. Tate Groome, CFP®, CLU®, AEP
Co-CEO & Director of Insurance Strategies
tgroome@coltongroome.com

Matthew L. Groome, CFP®, CPA, QPFC
Co-CEO & Director of Retirement Plans
mgroome@coltongroome.com

Colin S. Larsen, CFP®, MBA
Director of Personal Financial Strategies
clarsen@coltongroome.com

Dave Nelson, CRPS®, AIF®
Retirement Plan Advisor
dnelson@coltongroome.com

Matt Donohue, CFP®, CPA, CFA® Exam Level III Candidate
Financial Analyst
mdonohue@coltongroome.com
ASSOCIATES

Robert C. Ballard, MBA
Director of Finance & Operations
bballard@coltongroome.com

Erick H. Robinson
Investment Services Coordinator
erobinson@coltongroome.com


Taylor Bell
Operations Manager
tbell@coltongroome.com

Laura Greene
Insurance Services Administrator
lgreene@coltongroome.com

Stacey Anderson
Retirement Plans Coordinator
sanderson@coltongroome.com

Amy Gillen
Insurance New Business Specialist
agillen@coltongroome.com

Matt Hagan
Client Coordinator & Accounting Assistant
mhagan@coltongroome.com

Kaitlin Thompson
Executive Assistant
kthompson@coltongroome.com

Diamond Adams
Marketing & Events Director
dadams@coltongroome.com

1127-B Hendersonville Rd
Asheville, NC 28803
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.