Cole brings a unique perspective to financial planning, rooted in a passion for helping others and a background in technology and business strategy. Before entering the financial services industry, he guided B2B clients in pursuing their sales and marketing goals—an experience that deepened his appreciation for building lasting relationships over one-time transactions. This foundation now shapes his client-first approach, emphasizing respect, integrity, and partnership.
Based in Los Angeles, Cole also spent two years living in Madrid and immersed himself in the local culture. He brings his diverse and adaptable experience with a commitment to personalized, relationship-driven financial guidance.
In his free time, Cole enjoys golfing, camping, hiking, reading, cooking, gardening, traveling, film photography, and listening to the blues.