Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving Strategies
  • Business Retirement Plans
  • Financial Planning for Small Business
  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Colibri Capital, Ameriprise Client Experience Award, 2021-2025

Community participation

Colibri Capital - Community participation photo

Colibri Capital is dedicated to improving the lives of individuals, families, and our communities.

This year we have decided to help stop hunger in America by volunteering our time at Food Lifeline in Seattle. Our team helped sort and pack over 4,600 pounds of food for families in need. It was truly rewarding, and we can't wait to do it again this Fall. With that, if you'd like to join us on our next day of service don't hesitate to reach out.

Honored to receive recognition

All of us at Colibri Capital are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Colibri Capital team and the great experience we work so hard to provide for our clients every day.

Our photos

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