The Colton Groome Strategists & Plan Implementers
George M. Groome, CLU®, ChFC®, MSFS, Board Chair
Mr. Groome is the rock of our firm, clients, and community. He has a gift of bringing out the best in whatever he touches—from mentoring his sons, supporting our employees, or solving complex client needs.
G. Tate Groome, CFP®, CLU®, AEP®, Co-CEO & Director of Insurance Strategies
Author, speaker, and life insurance authority—Tate is passionate about putting insurance and estate plans into action that span generations.
Matthew L. Groome, CFP®, CPA, QPFC, Co-CEO & Director of Retirement Plans
Matt's wide-ranging concentrations make him a perfect fit for clients with layered needs: personal planning, business planning, and corporate retirement strategy.
Colin Larsen, MBA, CFP®, Director of Personal Financial Strategies
Colin makes our firm better every day. Always consistent, thoughtful and trustworthy, he holds a wealth of experiences to oversee our most complex planning clients.
Garst Reese, CFA, Director of Investment Strategies
Garst's extensive investment experience enhances our comprehensive financial offerings. With more than 25-years spent in complex portfolio management, he is a proven team player with deep ties to the Asheville Community.
Dave Nelson, MBA, CRPS®, AIF®, QKA, Retirement Plans Advisor
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's your man.
Taylor Bell, Operations Manager & Paraplanner
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.
Matt Donohue, CFP®, CPA, CFA Exam Level III Candidate, Manager of Trading & Investment Reserach
Matt came on board to build our internal investment trading systems and platform. His background in accountancy and audits make him the optimal fit for perfecting our processes.
Ellen Cain, CFP®, Financial Planning Strategist
National Social Security Advisor Certificate Holder
Ellen began her career in financial services, and is returning after several years of running her own business. She brings more than a decade of experience, and is the right-hand strategist Colin and Matt depend on.
Stacey Anderson, Retirement Plans Coordinator
Stacey is a Series 7 licensed, retirement plan specialist. She brings more than 7 years of financial experience to the firm, and is Dave’s key organizer for scheduling, internal processes, and participant experience.
Robin Barber, CTFA, FPQP, Financial Planning Strategist
Robin is our newest teammate. A fully resourceful financial professional with a unique client-focus. She is the only CTFA accredited member on staff, specializing in taxes, investments, financial planning, trusts, and estates.
Bob Ballard, MBA, Director of Finance & Operations
Call him Wizard of Oz, as the man behind the scenes. Bob is all things technology, QuickBooks, payroll, human resources, and building maintenance.
Laura Greene, Insurance Services Specialist
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.
Amy Gillen, Insurance New Business Specialist
Amy is a Series 6, and life, health, and long-term care licensed specialist. She brings more than 28 years of underwriting and service experience to the firm, and oversees all new policy matters and processes.
Matt Hagan, Client Coordinator & Accounting Assistant
Matthew, affectionately referred to as "M3", 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 meticulous nature has also motivated him to be Bob's right-hand-man in accounting and bookkeeping.
Diamond Adams, Marketing & Events Director
Diamond 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."
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.
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, 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.