Colby Kaluzniak is a Senior Client Service Associate at Acumen Wealth Advisors. He plays a crucial role in connecting clients with the wealth services Acumen provides. Colby is a mentor to junior staff and manages complex account administration by working closely with Wealth Advisors and Portfolio Managers. He collaborates closely with service line specialists, effectively leveraging Acumen’s diverse resources to help craft solutions to meet the distinct needs of each client.
Colby earned a Bachelor of Science degree in Pastoral Ministry from Lee University. He holds the FINRA Series 7 (General Securities Representative Exam), FINRA Series 63 (Uniform Securities Agent State Law Exam), and FINRA Series 65 (Uniform Investment Advisor Law Exam) as well as life and health licenses.
Colby has over a decade of experience in banking and financial services, with a focus on relationship management. Additionally, he has served in various pastoral roles as a licensed minister, emphasizing executive leadership and function. Colby is committed to ensuring organizations understand the needs of those they serve and effectively execute their values and processes. He prioritizes relationships with clients through the discovery and execution of their goals and values. Colby is driven to understand people’s stories, as they provide valuable insights into how individuals perceive the world, interpret their experiences, and reveal their value systems, ultimately enhancing their effectiveness in serving others.
“Humility is the beginning of true intelligence.”
John Calvin
Colby has a keen interest in studying behavioral analysis, leadership development, and financial markets. He enjoys developing the strengths of others and investing deeply into the growth of those around him. Colby loves to serve his local church and is regularly involved in serving his community through local food banks and shelters. Colby, his wife Lauren, and their two boys love to travel and play sports. He is a native Texan and enjoys watching the Dallas Cowboys and Texas Longhorn football and eating Texas style BBQ.