Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
James Story
Financial Advisor
James "Whit" Story Founder & Financial Advisor Whit Story founded Colony Wealth Management in 2001, bringing a career’s worth of experience that began in 1994. After graduating from Valdosta State University in 1992, he entered the...
Read more
Logan Carswell
Financial Advisor
Logan Carswell joined Colony Wealth Management as a Financial Advisor after graduating from the University of Georgia’s Terry College of Business in 2022. He earned a Bachelor’s degree in Risk Management and Insurance, complemented by...
Read more
Pam McKinney
Office Administrator
Pamela McKinney is the Office Administrator at Colony Wealth Management, where she ensures the office runs efficiently and assists with client care. With over 20 years of dedicated experience in an office setting, Pamela brings a...
Read more