Our Team

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 helpful 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.

Legal Partners

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.