Wealth Advisor Assistant
One of the first things everyone notices about Kolby is his calm yet ready-to-help presence, which is a tremendous asset at Legacy Wealth Partners. Kolby's detail-oriented and process-driven background and approach helps the support team run all client-based operations smoothly.
Kolby has a distinct background of having worked in higher education at his alma mater Adrian College, within business development at the Saline Area Chamber of Commerce, and within financial services at a firm in Brighton, Michigan. This wide range of experiences allows Kolby to serve on the frontlines for all of our clients' needs, as well as assist with in-office projects to help improve processes, procedures, and marketing efforts. Kolby has a servant heart, and Legacy Wealth Partners is fortunate to have him on the team.
Kolby is a cat lover and enjoys spending as much time as he can with friends and family. His family-first mentality means he spends a lot of time traveling to see his parents in northern Michigan. Kolby is also quite the athlete — if you ever happen to meet him on a volleyball court, watch out!
Give us a call or stop by the office — you'll get to experience Kolby's warm welcome and his desire to assist you in any way he can!