Jean Alden

Collie Financial Planning is a Fee-Only financial planning and investment management firm, founded by Mike Collie in 2005. As of 2023, Collie Financial Planning serves just over 200 client households. Our team consists of two advisors, Mike and Logan. Together we help our clients use their financial resources to achieve their most important goals in life, often incorporating their values into their planning and investments. We address comprehensive planning needs, including investment, retirement, tax, estate, education, insurance and charitable planning, making sure all of these components are working together to help clients achieve their goals. Mike's most important thing in life are his faith and his family, which includes wife Randi and sons Logan, Reece and Graham, and daughter-in-law McKenzie. We enjoy spending time together outside in the mountains and on the lake.

Gregory Greiner is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Asheville, NC. He is part of the wealth management advisory team Greiner, Ezell and Associates, focusing on families, individual investors, and business owners. His responsibilities include conducting investment research, trading, retirement planning, and modeling. Greg is a Senior Portfolio Advisor who manages custom investment strategies on a discretionary basis, utilizing a wide range of Merrill model portfolios and third-party investment strategies. Greg's professional background includes 15 years in civil engineering and environmental sciences as a consultant and business development professional, as well as experience in commercial real estate transactions. This diverse experience provides him with a deep understanding of the challenges and opportunities facing business owners and individual clients. He offers a comprehensive approach to wealth management that incorporates Sustainable, Responsible, and Impact (SRI) investing considerations. Greg earned a Bachelor's Degree in environmental sciences from Ohio State University. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Greg is involved in the local community through volunteering with Manna Food Bank, Habitat for Humanity, and Trout Unlimited. He has also served as Past-President of The Ohio State Alumni Club of Asheville and on the board of Heart of Horse Sense in Marshall. Greg resides in Fairview, NC with his wife and twin sons.