WestPeak Financial was founded by Colin Heaney in 2023. Colin has spent 20 years in the financial services industry working with institutional investors and their advisors in portfolio creation, risk assessment and cash flow analysis. In 2020, he decided to carve a new path, take the analytical and planning skills he learned and work directly with individual investors. After 3 years of affiliating with traditional broker-dealers, producing numerous financial plans and meeting with hundreds of investors, he realized the traditional financial service model was outdated and not addressing the key concerns and needs of his clients. He founded WestPeak Financial to provide the financial education and customized support services his clients needed.

Prior to founding WestPeak Financial, Colin worked as an account manager at various firms including Merrill Lynch, BlackRock and PIMCO. In 2020, he would transition to working with individual clients at Fidelity Investments and Ameriprise Financial before founding WestPeak Financial. He holds a B.A. in Business, Financial Management from The Catholic University of America in Washington, D.C. Colin was raised on the Jersey Shore, where he resides with his wife, Christine, and two children Aidan and Eagan. He is a former DIII lacrosse player at The Catholic University of America and volunteer youth lacrosse coach. Colin is an avid college football fan who enjoys traveling with his family, attending Rutgers and Colorado football games and spending time outdoors in the Rocky Mountains.