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Collier Financial is a family owned company that truly cares about the relationships it builds.

Many people remember us as Senior Benefits & Planning Services. When we started the business in 1990, we were focused on helping retired folks in their mid-60s and up. For over a decade, we’ve also been providing services to working-age professionals who want safe ways to grow their wealth. With this expanded clientele in mind, we became Collier Financial.

Our commitment remains the same for every client: We work for you, not a broker-dealer, corporate agenda, insurance companies, or a national parent company. As a result, we avoid conflicts of interest in a product driven world. We want what’s best for you — and experience has shown us that what’s best for you is best for us both in the long run.

Our Fiduciary Investment Advisor Representatives

Ben S. Collier


Jonah M. Collier

Vice President

Caleb K. Collier

Vice President

Thomas G. Stricker


Our Insurance Professionals

Lynn A. Vann

Licensed Insurance Professional

Jon Mattis

Licensed Insurance Professional

Our Staff

Jeffrey C. Collier

Founder & CEO

Rob Watson

Chief Operating Officer

Becky Vaughn

Client Service Associate

Kasey Cook

Client Service Associate

Julie Smith


Jasmine Smith

Event Coordinator

Dia Wilson

Advisor Assistant

Jamie Conde

Administrative Assistant
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Leticia Dinning

Relationship Director
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Adam Carpenter

Advisor Assistant

Legal Partners

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Nicole Harris

Advisor Assistant