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.

Gwendy Nicklas

Office Administrator & Client Service Manager

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Gwendy in an Office Administrator and Client Service Associate at the Colony Group.  She performs a wide array of duties, including client service, office management, and executive administrative support. Gwendy greatly enjoys the daily external interaction with our clients and trusted strategic partners. She also values the internal team dynamic. Gwendy keeps our service effort and operations running smoothly and efficiently.

Previously, Gwendy served for 12 years as a key member of the Blue Water Advisors team which merged with Colony in early 2018.  Prior to joining Blue Water Advisors, Gwendy worked for eight years at Advisor Products, a firm that supports independent financial advisors. She started there specializing in graphic design, but quickly moved into Client Services and Project Management.

Gwendy attended the University of Maine, where she majored in Communications.  In her spare time, she enjoys reading, biking, boating, and spending time with her family.