Colton Kenagy

Colton plays an active role in supporting Heritage’s advisory team and working directly with clients as they navigate important financial decisions. He brings a service-driven mindset to his work and believes trust is built through clarity, follow-through, and taking the time to do things the right way.

As an Associate Advisor at Heritage Investments, Colton is closely involved in preparing client meetings, supporting financial planning work, and ensuring recommendations and next steps are carried out thoughtfully and accurately. He works alongside the advisory team to help clients feel informed, supported, and confident throughout the planning process.

Colton is a graduate of Kaiser University and is currently pursuing his securities licensing, including the SIE and Series 7. Before joining Heritage, he worked in golf instruction and medical device sales, experiences that reinforced the importance of preparation, accountability, and serving others well.

What Colton enjoys most is seeing others succeed and knowing he played a part in helping them get there.

Outside of work, he enjoys golf, baseball, and spending time with his wife and family.