The Colton Groome Strategists & Plan Implementers

Meet the Team

George M. Groome,
MSFS

Emeritus

G. Tate Groome,
CFP®, CLU®, AEP®

Co-CEO

Matt Groome,
CFP®, CPA, QPFC

Co-CEO

Taylor Bell,
CFP®

Chief Operating Officer & Chief Compliance Officer

Colin S. Larsen,
CFP®, MBA
Director of Financial Planning

Garst Reese,
CFA, MBA
Director of Investment Strategies

Dave Nelson,
CRPS®, AIF®, MBA
Director of Retirement Plans

Matthew Donohue,
CFA, CFP®, CPA
Manager of Trading & Investment Research

Stacey Anderson,
QPFC

Retirement Plan Advisor

Robin Barber,
CTFA, FPQP
Financial Planning Strategist

Ashton Shope,
Financial Planning Associate

Amy Gillen
Manager of Insurance Services

Laura Greene
Insurance Services Specialist

Bob Ballard,
MBA
Special Projects & IT

Emily Layne
Client Experience & Marketing Coordinator

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.

Colton Groome Financial
​1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com

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.

This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

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, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.

Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.