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Our Team

Collier Financial is a family owned company that truly cares about the relationships it builds.


Many people remember us as Senior Benefits & Planning Services. When we started the business in 1990, we were focused on helping retired folks in their mid-60s and up. For over a decade, we’ve also been providing services to working-age professionals who want helpful ways to grow their wealth. With this expanded clientele in mind, we became Collier Financial.

Our commitment remains the same for every client: We work for you, not a broker-dealer, corporate agenda, insurance companies, or a national parent company. As a result, we avoid conflicts of interest in a product driven world. We want what’s best for you — and experience has shown us that what’s best for you is best for us both in the long run.

Our Financial Professionals

Jonah Collier

Jonah M. Collier

Vice President

Caleb Collier

Caleb K. Collier

Vice President

Thomas Stricker

Thomas G. Stricker, CHFC®

Investment Adviser Representative

Nathan Collier

Nathan Collier

Investment Adviser Representative

Lynn Vann

Lynn A. Vann

Licensed Insurance Professional

Jon Mattis

Jon Mattis

Licensed Insurance Professional

Jill Twining

Jill Twining

Licensed Insurance Professional

Our Staff

Rob Watson

Rob Watson

Chief Operating Officer

Becky Vaughn

Becky Vaughn

Administrative Assistant

Kasey Cook

Kasey Cook

Client Service Associate

Jasmine Butche

Jasmine Butche

Event Coordinator

Dia Wilson

Dia Wilson

Client Service Associate

Eleni Hemphill

Eleni Hemphill

Administrative Assistant

Adam Carpenter

Adam Carpenter

Adviser Assistant

Nicole Harris

Nicole Harris

Adviser Assistant

Jasmin Ernst

Jasmin Ernst

Accounting

Tyler Gibbs

Tyler Gibbs

Adviser Assistant

Legal Partners

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.