Investment Advisor

Colby
Edwards

Colby has worked in the financial services industry his entire professional career. He began his career as a loan officer in 2018, where he helped clients shape their financial future leading him to realize he had a passion for helping people achieve financial success with more than one aspect of their financial puzzle and decided to become a financial advisor.

Colby believes an education based approach helps serve the various walks of life ranging from professionals to retirees and through this approach he can help them achieve their financial goals. He believes building a comprehensive plan along with proper education helps build a solid path to financial success and ultimately helps them reach their retirement goals.

Colby currently has a series 65 license and has earned a Bachelor of Business Administration from the University of Houston’s Bauer College of Business.

Colby enjoys traveling with his wife Fiona and son Bronson. When he is not traveling with his family he enjoys golfing or taking his motorcycles for a cruise.

Executive Team

Advisor Team

Service Team