Cole began his career in financial services at Fidelity Investments in 2017, where he spent almost five years honing his understanding of financial planning and investment management. While at Fidelity Investments he passed his Series 7, 63, and 66, which are currently held through LPL Financial. It was during this time he realized his desire to offer clients a more holistic approach to financial planning than what the traditional brokerage sales model offered, which is what lead Cole to Adara Wealth Management.
Cole graduated from Hillsdale College in Hillsdale, Michigan. While at Hillsdale, Cole played varsity golf and served as recruitment chairman of his fraternity. During his time at Hillsdale, Cole studied various subjects including psychology, theology, and he ultimately earned his degree in Financial Management. However, Cole would argue that most impactful element of the Liberal Arts education was giving him the ability to think critically and solve complex problems. His innate desire to help those around him and his interest in financial markets is what lead him to wealth management.
Cole leads his life by following the Golden Rule: treat others the way that you wanted to be treated. In his free time, he enjoys annual hunts with his grandpa, long-distance running, backpacking through the Catalina Mountains, golfing, and spending time with his friends and family.