Colby Mank

Colby joined Mason in 2026 as an Associate Financial Planner, bringing experience in portfolio management, operations, and client service. He started his career in financial services in 2022 while completing his finance degree at Thomas College and has since enjoyed helping clients navigate complex financial decisions. He’s excited to continue his work at Mason, helping guide clients through life’s big moments, empowering them to make decisions that fit their unique goals.

Currently completing his CFP® certification experience requirement (having passed the CFP® exam) and holds his Series 65, Colby is passionate about turning complicated planning topics into clear, actionable steps. He values strong client relationships built on consistent communication and thoughtful planning.

Outside the office, Colby enjoys reading and listening to podcasts about investing, behavioral psychology, and decision-making. You’ll also find him playing tennis, going for walks with his fiancé Elisabeth, or traveling to explore new places.