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.

"I am passionate about providing a meaningful, enriching client experience.  I feel grateful to work with professionals who feel the same way."

John Gillick

Client Service Associate

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John is a Client Service Associate at The Colony Group. He supports a team of wealth advisors freeing them up to spend more time with clients as he assists the day-to-day transactional needs of clients. He also enjoys getting to know and building meaningful relationship with our clients.

Before joining The Colony Group, John worked for Deloitte, as a Senior Audit Associate. John graduated from the University of Maryland with a degree in Accounting with honors. Outside of the office, John meditates daily – a practice that has become an essential part of his life. He also enjoys traveling, and his goal is to visit a new country each year.