Colton Cockerell is a financial advisor for Sharer McKinley Group, LLC. His passion is working with people and assisting them in reaching their financial goals through fiduciary, prudent investment advisory services and strategies. Since joining the Sharer McKinley team, his role as an investment advisor is focused on the design and implementation of retirement plans for his trusted clients. He also works closely with younger families advising on the importance of saving for college through tax-advantaged investments.
Cockerell began his financial career working as Director of Operations with Sharer McKinley Group, LLC in 2013. While in this role, he was responsible for servicing and communicating with many diverse clientele. Because of this, he was able to learn, grow and develop the skills necessary to perform each task at a high level while understanding the importance of giving every client the time and attention necessary to achieve all of their pre and post retirement goals.
Cockerell is a graduate of the University of Houston – Clear Lake with a degree in Finance. Outside of the office, he volunteers at Bay Area Church in the worship and youth ministries and enjoys golfing, hiking and being outdoors.