Colin joined The Levy Retail Group in May 2018 as an Agent Candidate. Prior to joining The Levy Retail Group, Colin worked at New York Life Insurance Company, with a focus in Legacy Planning and lifetime income strategies. Colin developed a client base of over 40 families. He oversaw implementation of planning of +5 million in assets. Before New York Life, Colin worked at Royal Mesa Minerals where he managed +10 million in investor moneys to multiple land royalty funds.