As Client Service Associate to Andrew Ross, Colby Dobrusin manages all aspects of the financial planning practice. This includes overseeing the new business workflow, supporting client service initiatives, implementing processes, supervising compliance procedures as well as working to provide clients with world-class service and support. He is also responsible for resolving any complex issues or unique client challenges.
Colby graduated from Endicott College with a B.S. in Business Management. Prior to joining our team, Colby was with Ameriprise Financial. During his time with Ameriprise, Colby was able to obtain his Series 7 and Series 66 securities licenses and is currently working towards his CERTIFIED FINANCIAL PLANNERTM certification.
Series 7 registration held through LPL Financial. Series 66 registration held through LPL and Integrated Financial Partners.