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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

Our Team

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Dan Colburn

Investment Advisor

740-831-4004

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Dan Colburn is founder of Colburn Wealth Management, LLC. He is Series 65 certified with the State of Ohio as a Registered Investment Advisor representative and a member of the Financial Planning Association.

Dan holds a Bachelor’s of Business from Mount Vernon Nazarene University and a Master of Business from Franklin University. Dan has performed self-directed investment analysis in stocks and bond mutual funds, domestic and international stocks, and similar investments since 1998.

Dan focuses on helping clients plan for and meet their retirement income goals, build and maintain family wealth, and minimize risks associated with wealth accumulation. He works with clients to help them develop wealth management strategies to meet client’s goals with reduced volatility. Dan does all of this while speaking to where the client’s knowledge level is and not overwhelming them with industry jargon. His first priority is the client’s care and understanding.  Dan enjoys fishing and spending time with his wife and three children.

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Paul Chapman

Investment Advisor

740-831-4004

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Paul Chapman is a Financial Advisor who has been advising individuals and small businesses independently for the past 13 years.  He obtained his series 7, and 63 licenses in 2004 and became 66 licensed and certified with the State of Ohio as a Registered Investment Advisor Representative in 2005.

Paul's mission is to empower clients to reach their financial and investment goals by simplifying and organizing their financial lives.  Paul understands that his clients are not interested in investing the time to fully educate themselves on financial planning or portfolio management and appreciate his desire to educate them enough to be confident in his ability to assist in meeting their goals.  Paul instills this trust by taking the time to gain insight into his client's current concerns, identify financial obstacles and opportunities in order to build a written plan that aligns their finances with their vision.

Paul is a humble husband and father to six children.  His first priorities are to love his wife as Christ loved the church (Eph. 5:25), and to raise his children in the discipline and instruction of the Lord (Eph. 6:4).  In his free time, Paul enjoys traveling, traditional archery and serving others alongside his family.

Mikkell Colburn

Office Manager

740-831-4004

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Mikkell Colburn brings her several years of experience from working at a Fortune 100 company to Colburn Wealth Management.  Her emphasis is on the client experience.  From the first phone call to yearly annual reviews, Mikkell strives to make sure a pleasant experience is had by all.  She likes to volunteer her time at the local community center food bank and she enjoys volleyball, the outdoors, and spending time with her family.

Todd Swinehart

Paraplanner

740-831-4004

Todd Swinehart joined our team in May of 2016 after more than 30 years working in business and Information Technology – including time spent in the banking, healthcare and consulting fields.  He has done advanced course work in accounting and finance through Keller University.

As a member of Colburn Wealth Management, he works alongside the advisor to perform modeling/analysis, document preparation, research and other back-office tasks to provide the client with an informative and professional experience.  His focus is providing the best possible, unbiased information to assist clients in achieving their life goals and ambitions. 

He has followed the sun to Florida along with his wife Kerry and enjoys volunteering at church and within the community.

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