Local news. A brighter tomorrow.← Company DirectoryCollier Financial
Fort Wayne, Indiana
Financial Services business with an Indiana location in Fort Wayne.
Staff
Selected staff and leaders listed by the company. Checked Oct 16, 2026 · Next source review Nov 15, 2026.
- Rob Watson
- President
Company staff · Official source ↗ - Kasey Cook
- Chief Compliance Officer
Company staff · Official source ↗ - Dia Wilson
- Business Support Manager
Company staff · Official source ↗ - Thomas Stricker
- Investment Adviser
Company staff · Official source ↗ - Payton Mattis
- Investment Advisor
Company staff · Official source ↗ - Jon Mattis
- Retirement Planning Specialist
Company staff · Official source ↗ - Dave Krupka
- Retirement Planning Specialist
Company staff · Official source ↗ - Lynn A. Vann
- Retirement Planning Specialist
Company staff · Official source ↗ - Lucas Rhodes
- Client Service Associate
Company staff · Official source ↗ - Owen Collier
- Client Service Associate
Company staff · Official source ↗ - Katrina Wilson
- Adviser Assistant
Company staff · Official source ↗ - Alivia Vaughn
- Administrative Assistant
Company staff · Official source ↗ - Jasmin Ernst
- Accounting Clerk
Company staff · Official source ↗ - Jasmine Butche
- Event Coordinator
Company staff · Official source ↗
Workforce
- Company-wide headcount
- Not yet publicly verified
- Indiana headcount
- Not yet publicly verified
Company-wide, Indiana, local and parent figures are shown separately. Reporting dates may be older than the date checked. Unavailable figures remain unverified.
Business overview
Collier Financial describes itself as a family-owned, independent financial advisory firm. Its website says the firm is not tied to a broker-dealer or corporate agenda and that its investment adviser representatives operate under a fiduciary standard of care for clients. Source ↗
Products & services
- Collier Financial says it helps clients develop retirement plans and investment strategies tailored to factors such as risk tolerance, time horizon and goals. Its described financial-planning work also includes tax-aware accumulation, lower-volatility investing and strategies to protect wealth from fees and unnecessary taxation. Source ↗
Customers & markets
The firm says its clients include retirees as well as working-age professionals seeking ways to grow their wealth. It also describes helping people consider their personal circumstances, family needs, goals and tolerance for risk. Source ↗
Company background
The company says it began in 1990 under the name Senior Benefits & Planning Services, initially focused on helping retirees in their mid-60s and older. It later adopted the Collier Financial name as it expanded services to working-age professionals. Source ↗
Indiana connection
Collier Financial states that it is located in Fort Wayne, Indiana, and Ann Arbor, Michigan. Source ↗
Summarized from the company’s official website. Information checked October 24, 2026.
Business information
- Industry
- Financial Services
- Indiana location
- Fort Wayne
- Phone
- 260-493-3930
- Website
- collierfinancial.com ↗
Contact details checked September 10, 2026.