Helping business owners protect, grow and pass on what they’ve built.
Colby’s career has centered on business owners and real estate investors, helping them navigate the decisions that shape the businesses and assets they’ve spent years building.
For him, legacy planning is personal. He comes from a family that built a successful multigenerational business and went through a significant exit. Like many families, the wealth one generation created did not fully carry forward to the next. He saw firsthand that building wealth and passing on a legacy are two very different things.
A meaningful legacy is about more than passing down money. It is about passing down values, wisdom, opportunity, and a foundation for the next generation to build on.
Colby began his career in commercial real estate, working directly with business owners and investors. He saw how connected their businesses, real estate, taxes, personal wealth and families really are, and how often the strong professionals around them work independently instead of toward one coordinated strategy. That realization led him to Forgemark.
A trusted partner who helps them see the full picture and make more intentional decisions about what they’ve built. Colby works alongside business owners and real estate investors to find opportunities across tax strategy, wealth, risk management, succession and legacy planning, and brings in the right specialists to turn them into action.
The goal is simple: protect and grow wealth today, prepare for major transitions tomorrow, and pass down more than money by creating lasting opportunity for the generations that follow.
Licensed in life and health insurance and as a real estate broker. Certified Real Estate Investment Planning Specialist and Designated National Commercial Real Estate Advisor.
Faith, family, fitness, and investing in others. Colby works out, hikes, golfs, and builds community through mentorship and service.