Colton Groome Financial Advisors, LLC

Todd Burkhalter is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Colton Groome Financial Advisors, LLC and previously worked at Edward Jones and Pfizer Inc. Colton Groome Financial Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm uses a strategic asset allocation approach combining passive and active managers, supported by various analytical tools and an Investment Committee that reviews alternative investments when appropriate.

Donald Reichert is a financial advisor at Colton Groome Financial Advisors, LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at ValMark Advisers, Inc., The Reichert Company, Inc., and Capital Design Associates/CDA Group. Outside of advising, he is president of The Reichert Company, Inc., providing business exit planning services, and serves as Chair of the Development Committee at Saint Joseph's Catholic School in Greenville, SC. Colton Groome Financial Advisors, LLC offers investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, and institutional entities. The firm employs a strategic asset allocation approach using a blend of passive and active managers and utilizes advanced analytical tools to support its portfolio management and planning services.

Taylor Poteat is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Colton Groome Financial Advisors, LLC since 2016 and previously spent 13 years with MCS Defense. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a strategic asset allocation approach using both passive and active managers, supported by various analytical tools and an Investment Committee that oversees private placements and alternative investments.

Stacey Anderson is a financial advisor with Colton Groome Financial Advisors, LLC in Asheville, NC, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Valmark Securities, Wells Fargo Advisors, LPL Financial, and McQuilling Financial Services. Colton Groome Financial Advisors, LLC offers investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a strategic asset allocation approach using both passive and active managers and incorporates advanced analytical tools in its portfolio management.

Matthew Groome is a CFP® with 16 years of experience in financial advisory services. He is a founding advisor at Colton Groome Financial Advisors, LLC, where he has worked since 2010. Groome also serves as CFO of LifeTrust 3D, LLC, a life insurance policy management company, and holds leadership roles on several nonprofit boards, including chairing the WNC Bridge Foundation and serving as president of Ramblers Sports Club Inc. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a strategic asset allocation approach using a combination of passive and active managers and offers both discretionary and non-discretionary portfolio management alongside tiered financial planning and retirement plan education.

Robin Barber is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Colton Groome Financial Advisors, LLC and has previously worked at Boys Arnold & Company. Colton Groome Financial Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm uses a strategic asset allocation approach combining passive and active managers and employs various analytical tools and an Investment Committee to oversee alternative investments.

Jay Reese is a CFA® charterholder with 19 years of experience in the financial advisory industry. He has been with Colton Groome Financial Advisors, LLC since 2020 and previously worked for Boys, Arnold & Company, Inc. for 15 years. Reese holds Series 63 and Series 65 licenses. Colton Groome Financial Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm’s investment approach combines strategic asset allocation with both passive and active management, utilizing tools such as Monte Carlo simulations and Modern Portfolio Theory.

Kyle Grandstaff is a CFA® charterholder with eight years of experience in the financial services industry. He is currently an advisor at Colton Groome Financial Advisors, LLC and has previously worked at firms including IFG Advisory, LPL Financial, and Truist Advisory Services. Colton Groome Financial Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm’s investment approach combines strategic asset allocation with both passive and active managers and employs various analytical tools and an Investment Committee to oversee alternative investments.

David Nelson is a financial advisor at Colton Groome Financial Advisors, LLC in Asheville, NC, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Colton Groome Financial Advisors since 2017, as well as with ValMark Securities, Inc. since 2015. Colton Groome Financial Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a strategic asset allocation approach using both passive and active managers, supported by tools such as Monte Carlo simulations and Modern Portfolio Theory.

Matthew Donohue is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He has worked at Colton Groome Financial Advisors, LLC since 2018, following prior roles at Valmark Securities, Inc., Raymond James Financial Services Advisors Inc., and Webb Investment Services, Inc. Colton Groome Financial Advisors, LLC provides investment advisory, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a strategic asset allocation approach using both passive and active managers and utilizes tools such as Monte Carlo simulations and Modern Portfolio Theory to support portfolio management.