People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Kerry Crunkleton, CFP®

Senior Associate Financial Counselor

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Kerry is a Senior Associate Financial Counselor at The Colony Group and is responsible for supporting a team of financial counselors in all areas of financial planning and client service.  With over 10 years of experience in the industry, Kerry has spent much of his time working with high-net-worth individuals in the NBA, NFL, and NHL sports arenas.  He has extensive experience providing personal financial counsel for athletes transitioning from college to their specific league, by focusing on the development and implementation of personalized comprehensive long-term wealth accumulation strategies.

Prior to joining The Colony Group, Kerry served as a Financial Analyst at Jones Barclay Boston.  Having started with the firm as an intern, Kerry transitioned into a full-time client service role in January of 2006 when he began to take a more involved role in client relationships.

Kerry holds the CERTIFIED FINANCIAL PLANNER™ designation.  He received his Bachelor’s degree in Business Administration from the University of Kansas where he also ran track & field.  As a Colorado native, Kerry is an avid golfer, enjoys traveling, and remains active in outdoor activities.