Cole Filer
Associate Planner
Over the course of Cole’s career, he has had the honor to be able to help people with their life’s savings. He has a passion for building relationships with clients and helping them in all areas of their financial picture. Above that, his favorite part of being a financial advisor, is being able to change a clients perspective on money from something that just sits in their bank, to a tool that can be used to achieve their dreams.
Currently, Cole lives in Columbus, Ohio with his wife where they love to go to the gym, explore the local coffee shops, and cheer on their Buckeyes.
Education: The Ohio State University B.A. in Consumer and Family Financial Services
Get to know Cole
Getting Tacos before a Reds game with my Wife!
Photo from our wedding in Erie, PA
Ole Miss game with my Dad
Ohio State game with my wife, Audrey
What topic could you give an hour-long presentation on with little to no preparation?
College Football
Who has had the greatest influence on your career?
My high school personal finance teacher
What book, movie, music, etc. changed your outlook on life?
Rocky
What's the best meal you've ever had?
Steak Dinner from Jeff Ruby’s