Kolby is a manager in the wealth management practice at Plante. He is known for helping high-net-worth individuals and families develop wealth management strategies that help them meet their short- and long-term goals. He specializes in portfolio construction, retirement planning, tax optimization, estate planning strategies, and higher education planning. Kolby also holds a BS in finance from Taylor University.
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