We’re all here for one purpose – to serve your family.

While advanced degrees and credentials in accounting, tax, legal and investments are essential, our experienced team truly understands our fiduciary responsibility and recognizes the distinct privilege it is to serve each family.

Meet our senior team.

Colony Family Offices

Eric D. Ridenour, CPA, PFS, CFP®

Wealth Advisor
Bio
Tom_Byrd

W. Thomas Byrd, CAIA

Investment Advisor
Bio
Colony Family Offices

C. Shannon Elliotte, JD, LL.M

Wealth Advisor
Bio
Colony Family Offices

Kathryn R. Habluetzel, CPA

Wealth Advisor
Bio
Peter_L._Jespersen

Peter L. Jespersen, CFA

Investment Advisor
Bio
Colony Family Offices

David M. Parker, CFA

Investment Advisor
Bio
Colony Family Offices

Sarah-Katherine Brock, CFP®

Wealth Advisor
Bio
Colony Family Offices

David A. Worley

Financial Analyst
Bio
Colony Family Offices

Sorina M. Ilioi

Client Service Associate
Bio