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COLBY MAYBERRY

Edward Jones

I specialize in manufacturing and supply chain companies primarily with revenue between 2-50 million. We work on 3 main parts of the business, optimizing cash flow, implementation of retirement plans and finally exit and wealth planning. My previous experience includes living in Switzerland and China managing distribution and logistics operations around the world. By combining this experience with my financial planning expertise, I bring both a planning and operations perspective to their business to help them succeed in both aspects of the financial journey.


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I specialize in manufacturing and supply chain companies primarily with revenue between 2-50 million. We work on 3 main parts of the business, optimizing cash flow, implementation of retirement plans and finally exit and wealth planning. My previous experience includes living in Switzerland and China managing distribution and logistics operations around the world. By combining this experience with my financial planning expertise, I bring both a planning and operations perspective to their business to help them succeed in both aspects of the financial journey.


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