About Collie Financial Planning
Michael Collie, CFP®, AIF®, CKA®, Founder & Senior Advisor
Mike established Collie Financial Planning, Inc. in 2005 and currently has offices in Black Mountain, Asheville and Johnson City, TN. He is a Certified Financial Planner™ (CFP®), an Accredited Investment Fiduciary® (AIF®), a Certified Kingdom Advisor® (CKA®), a National Association of Personal Financial Advisors (NAPFA) Registered Advisor, and a member of the Financial Planning Association (FPA). He obtained his Bachelor's Degree from Robert Morris University in Pittsburgh, Pennsylvania in 1994 after graduating in three years, and completed his Certified Financial Planner™ educational program with the College for Financial Planning in Denver, Colorado. As a local expert on financial matters, Mike has contributed monthly columns to the Journey Christian Newspaper and Asheville Citizen-Times' publications WNC Parent and Mountain Maturity.
"I believe that there are a handful of competent Financial Advisors serving Western North Carolina," comments Mike, "but there is certainly a tremendous need for a financial planning and investment management firm that can help clients incorporate what is important to them in life with what makes sense financially. We bring purposeful life planning and financial planning together in hopes that this will help our clients find Financial Freedom."
Mike lives in Montreat with his wife, Randi. They have three sons who are now pursuing their own careers. He attends and serves at Christ Community Church Montreat (EPC).
Logan Collie, Associate Advisor
Logan serves with Mike in taking care of all client investment and planning needs.
Logan brings a high degree of Character, Competence, Commitment (to our clients and the industry in general) and is a Culture fit with our mission of helping clients achieve "True Financial Freedom." Logan exemplifies these standards and we are eager to see how our expanding team can continually improve our ability to help clients' plan for and achieve their financial goals.
Upon graduating from Liberty University with a Bachelor's Degree in Business Administration and a major in Financial Planning in 2019, Logan began his career at a firm in Atlanta. After getting married in 2021, Logan and his wife McKenzie left the big city for the mountains of Colorado, while Logan worked remotely for a large firm in Chicago. Logan has passed the Series 65 exam, Uniform Investment Advisor Law Examination, and completed the education requirements to sit for the CERTIFIED FINANCIAL PLANNER™ (CFP®) Exam.
Logan says, "I enjoy this business because it gives me an opportunity to build strong relationships and serve clients in a very important area of their lives. I take that responsibility very seriously and really look forward to building long-lasting and meaningful relationships with those that I get to interact with and serve."
Logan was a collegiate athlete during his time at Liberty University and loves being outside. Logan and McKenzie enjoy spending time with their family and friends, as well as hiking, biking, camping and water sports, all of which are motivating factors in bringing them back to western NC (although they look forward to vacationing out west during ski season!). They are passionate about serving in their community, and will look to do so through their church and other volunteer opportunities.
Karen NeSmith, Client Service Specialist
Karen brings nineteen years of experience working in the financial services industry. Prior to helping Mike serve clients of Collie Financial Planning, she assisted two financial advisors with a variety of administrative duties. She was responsible for opening new accounts, updating existing accounts, completing account transfers and facilitating account contributions, withdrawals and distributions as well as the process of yearly IRA-RMD’s.
During her free time, she enjoys spending time with her daughter and family. She also enjoys spending time outside and loves crafting.