Our Team

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Corporate professionals face unique financial challenges, from managing stock compensation to optimizing employer benefits and planning for retirement. Since founding Colburn Wealth Management in 2011, Dan has served as a trusted guide, helping clients cut through complexity and create a clear, confident financial plan. With nearly 20 years of corporate experience—15 at Cardinal Health—Dan understands the pressures professionals face and tailors strategies to align with their goals. His MBA and firsthand corporate leadership experience allow him to translate financial planning into practical solutions that empower clients to make informed decisions about their future.

Dan lives in rural central Ohio with his wife and 4 children.  In his off time, Dan can usually be found spending time with family, visiting the Florida Keys or in the outdoors.
 

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Paul is a wealth advisor who has been advising individuals for over 20 years.  From an early age he has been intrigued with financial planning, investing, and all things related to personal finance.  Paul has used his knowledge and expertise to advise clients who value a personalized comprehensive plan, but desire to be guided along the way.  He enjoys educating clients, making the complex simple, and instilling confidence that together they can achieve their goals.

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Rob joined Colburn Wealth Management in 2024 following over 35 years serving Corporate America including 20 years at Cardinal Health. His roles included Strategic Planning, Risk Management and Portfolio & Project Management.  Rob received his MBA from Rice University and also holds other degrees in Engineering.  Rob is a Wealth Advisor at CWM and in this role leverages his life skills, corporate knowledge and financial expertise to support his clients to achieve their life goals. 

He lives with his wife and three children in Delaware, Ohio.  Rob is active in his church and enjoys golfing with friends.

Ed retired from Cardinal Health after 27+ years in roles of increasing responsibility having served as VP of Ethics and Compliance, Corporate Privacy Officer, SVP Chief Security Officer among other positions. He earned an MBA from the University of Notre Dame with an emphasis in finance.  He serves on the Shawnee State Board of Trustees where he earned his engineering degree and is the chair of the finance committee. Ed serves on Governor Dewine’s Cyber Security advisory board, CyberOhio. He also co-owns a small business with his son as well as having been an early-stage investor in multiple other enterprises. His experience with cyber security and running compliance programs at Cardinal makes him uniquely suited to overseeing the compliance program at Colburn Wealth Management.

Todd joined Colburn Wealth Management in 2016 as a paraplanner. Prior to this role, he spent nearly 35 years in various Information Technology positions, including more than 14 years with Cardinal Health. His long-standing interest in accounting and finance led him to pursue advanced coursework with an eye toward an encore career. After realizing that full-time retirement wasn’t the right fit, Todd found a renewed sense of purpose in applying his lifetime of experience to help others—ultimately guiding him to his current role at Colburn Wealth Management.

Mikkell Colburn has served as a client service specialist at Colburn Wealth Management since 2011, bringing a wealth of experience from her prior roles at large organizations, including three years with Cardinal Health. Known for her attention to detail and client-first mindset, Mikkell ensures that every interaction—from the initial call to annual reviews—is both professional and welcoming. 

Outside the office, she enjoys spending time with her husband and four children, running the local 4H group, and traveling anywhere with beautiful blue water.