Cole is passionate about helping our clients maintain peace of mind when it comes to their investment assets. Driven by dedication and a commitment to helping others, he supports the Concentric Wealth team with portfolio analysis and investment account servicing as the investment operations coordinator.
Cole has a Bachelor of Arts degree in economics from James Madison University and previously worked for Northwestern Mutual’s investment operations department before joining Concentric Wealth Partners. Outside of the office, Cole can be found at one of the area’s many live music venues, hiking or cheering on his Washington Football Team.
License, certifications, and courses completed:
- Series 63 – Uniform Securities Agent State Law Examination
- SIE – Securities Industry Essential Examination
- Series 7 – General Securities Representative Examination
Virginia State Corporation Commission – Producer: Health, Life and Annuities