Get to Know Your Comprehensive Financial Advisory Team.

Our third-generation financial advisory firm understands multi-generational success. We're here for the long haul: today, tomorrow, and beyond.

The Colton Groome Strategists & Plan Implementers

George-Groome

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.

tate-groome

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.

Matt-Groome

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

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

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

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

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

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

Ellen Cain, Financial Planning Strategist

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.

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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

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

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

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

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

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.

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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.

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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 FINRASIPC, 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.