Staff Profiles

Gayle Knight Colman

Gayle Knight Colman brings a wealth of experience to her role as a nationally recognized innovator in the field of Integral Wealth Advisory Services. In almost 25 years as a financial advisor, registered investment advisor, and as a principal in Colman Knight Advisory Group, LLC, Gayle has helped guide hundreds of clients — and other financial planners — to realize that expert financial advice is only part of a skilled advisor’s job. Gayle advocates that the key to long term financial health is helping clients understand the interior aspects of money (family rules, beliefs, patterns) and the confusion they create, then guiding clients to new clarity and practice, integrating inner values with outer practicality. Gayle co-founded Colman Knight with her husband and partner, Richard Colman, J.D. With a unique combination of expertise and insight, Colman Knight clients are able, as Gayle says, “to realize that wealth is more than money.”

As a Certified Financial Planner (R) and Certified Conscious Relationship Coach with the Hendricks Institute founded by Gay and Kathlyn Hendricks, Ph.D., Gayle provides a unique and valuable combination of expertise for clients. She also offers Wealth Coaching for individual clients and for other financial planners who want to explore integral wealth issues in confidence and safety.

Richard Colman

Richard Colman has advised professionals and business clients for over 26 years. Drawing upon a unique combination of legal, tax, and business expertise, Rich counsels business owners, closely-held businesses, and affluent families, with the goal to maximize the personal and financial rewards to owners and their families. Rich’s genius thrives in complexity, critical problem solving and developing creative strategies for his clients. Business owners recruit Rich to serve in the roles of advisor and board member, or as a consultant on specific projects. He prides himself on creating synergistic relationships among his clients’ circle of advisors.

Richard received his A.B. in Government from Cornell University, and his J.D. with a Concentration in Taxation from the Boston University School of Law. Prior to co-founding Colman Knight Advisory Group, LLC, he was Co-Director of the Tax and Financial Planning Department at Tucker Anthony Management Corporation, where his department performed the financial planning services for Tucker Anthony’s thirty-two offices. Rich is a member of the Massachusetts Bar Association and the New York Bar Association.

Marc Berman

Marc is a Certified Financial Planner(R) and received a Diploma in Financial Planning from Boston University. Marc began a new career in Financial Planning in 1998 and joined Colman Knight Advisory Group in September 1999. Marc devours the analytical areas of our practice and is responsible for preparing client Financial Plans, financial reporting, and developing and monitoring Investment Strategy.