Colin Holmes
Client Service Associate
Mr. Holmes joined as Towneley’s newest Client Service Associate. His primary role is facilitating a smooth, efficient, and pleasant client service experience, including managing workflows for new accounts, executing client service requests, and coordinating client communications with Towneley advisors and portfolio managers. With a commitment to our client’s financial success, he offers personalized support, drawing from his experience in the hospitality industry. Mr. Holmes prioritizes client service requests, ensuring every aspect of our client’s financial journey receives the highest care and attention.
Background
Mr. Holmes earned his B.S. in business administration with an emphasis in financial planning from Biola University.
Outside of Towneley
Colin recently moved to San Clemente and regularly visits the beautiful beaches of Southern California, where he loves to surf. He's an active individual and often engages in pickleball games with his friends.