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Experience

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 certification requirements.

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