The Colton Groome Strategists & Plan Implementers
Meet the Team
G. Tate Groome,
CFP®, CLU®, CEPA, AEP®
Co-CEO
Matt Groome,
CFP®, CPA, QPFC
Co-CEO
Taylor Bell Poteat,
CFP®
Chief Operating Officer & Chief Compliance Officer
George M. Groome,
MSFS
Community Liaison
Meridith Elliott Powell
Business Strategist
Garst Reese,
CFA, MBA
Director of Investment Strategies
Dave Nelson,
CRPS®, AIF®, QKA®, MBA
Director of Retirement Plans
Kyle Grandstaff, CFA
Senior Investment Analyst
& Financial Advisor
Matthew Donohue,
CFA, CFP®, CPA
Financial Advisor & Manager of Trading
Amy Gillen
Manager of Insurance Services
Stacey Anderson,
QPFC, QKA®
Retirement Plan Advisor
Todd Burkhalter, CFP®
Financial Advisor
Robin Barber,
CTFA, FPQP
Financial Planning Strategist
Ashton Shope, FPQP
Financial Planning Strategist
Amy Strickland
Financial Planning Strategist
Connor Thiel
Investment & Financial Planning Analyst
Alli Lyons
Retirement Plan Coordinator
Keenan Streitmatter
Insurance Specialist
Emily Layne
Insurance Services Specialist
Logan Goodger
Client Experience Coordinator
Gina Fritts,
Controller
Ready to connect? Let’s grab coffee.
Are you ready to meet? We have the support team in place for all your financial advisory needs. We are ready to meet in-person, or virtually. Simply let us know which you would prefer.