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Colin Steinberg

Our Team

Director | Executive Benefits 

Colin Steinberg



Colin leads a team of specialists in Executive Benefits, Taxation, and Life Insurance. His team assists business owners and executives by maximizing their wealth through innovative and sophisticated tax-saving strategies, offering expertise and access in these domains, ensuring clients receive the highest level of service and strategic insight.

Colin graduated from the University of Wisconsin-Madison with a degree in Economics and Communications. Colin has built on his technical proficiency by earning certifications including a Certified Financial Planner (CFP®) designation and a Chartered Retirement Planning Counselor (CRPC®). Colin currently lives in Michigan where he enjoys exercising, cooking, eating, and spending time outdoors.