Our Firm

My career began with Morgan Stanley Dean Witter.  In September of 2002, I founded McCollum Financial Group, LLC, an full service financial services firm.  My goal was to establish a full-service consulting and management firm that would provide a complete range of financial and insurance services.  Today McCollum Financial Group offers assistance in business and personal financial strategies, investments and insurance as well as employee benefits and retirement plans. 

From its inception my company was the only local firm specializing in labor union financial advocacy.  Our dealings with these labor organizations ranged from individual one-on-one counseling for union members and their families to investment management of the general membership and other special purpose assets of the Local.  Going forward, many of my clients now include health care facilities, not-for-profits, hometown businesses, and individuals.   Our most recent achievement is in the formation of a separate insurance division providing a robust menu of risk management offerings. 

As a full service financial services firm, we have established strategic alliances with a vast array of industry leading money managers and insurance providers whose expertise we leverage to create customized client solutions.