Ireland is one of my favorite places I’ve ever travelled. Overlooking the ocean and the Cliffs of Moher, I was fortunate enough to play Lahinch Golf Club in the afternoon and then get engaged on the beach later that evening. In hospitable Irish fashion, I even got some words of encouragement from my caddie.”
Collin Stauder
Manager, CFP®, CPWA®
Experience
I provide comprehensive wealth management and investment services to high-net-worth individuals. As my client’s personal CFO, I help them navigate their customized financial plans to move toward their short- and long-term financial goals. My expertise includes holistic financial planning, estate planning, retirement and cash flow planning, income tax planning, and more.
I earned my B.A. in finance from Michigan State University and belong to the Certified Financial Planner Board of Standards and the Investments and Wealth Institute. Originally from metro Detroit, I spent my first five years with the firm in our Ann Arbor office and relocated to Colorado in 2020.
Outside of work, I enjoy spending time with my wife, Lauren, and the many adventures we have chasing around our golden retriever, Keysie. I stay active through golf, traveling, snow and water skiing, fishing, gardening, and cooking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
