From his start in the insurance industry training brokers, Devin determined early on that his interest was in helping people improve their lives. When he launched the firm 13 years ago, he focused on helping clients prepare for retirement, invest in their own businesses, and move forward proactively with other life decisions.
Over time, Devin grew the firm to include an executive leadership board and office staff who could provide support to all the advisors at the firm in their efforts for clients. Today, his favorite part of the job is seeing his clients succeed and seeing the firm’s advisors succeed based on their clients’ success.
Devin serves as the LPL Branch Manager over the Office of Supervisory Jurisdiction for the advisors of Colonial River Wealth Management, LLC. His professional registrations held with LPL Financial include the FINRA Series 6, 7, and 24. General Securities Representative Registrations, the Series 63 Uniform Securities Agent, as well as the Series 65 Registration. He also holds Life, Health, and Variable Annuity licenses with the state of Virginia. Devin was named Lincoln Financial’s Producer of the Year for 2014 and 2015 and was the 2014 Managed Asset Leader of the Virginia, North Carolina and South Carolina region. * Devin also received the 2018 Chairman’s Award from LPL. **
Devin is an avid sports fan who enjoys watching and coaching youth basketball, football, and baseball. He is a volunteer with a local scout troop through which he is an Eagle Scout and enjoys traveling, reading, and spending time with his wife Heidi, and their children.
*Annual award given by Lincoln Financial Advisors based on performance, business management and annual sales results.
**Award given by LPL to recognize the top 4% of advisors.