Built on Experience
Guided by Principles
Collier Wealth Company began with a family experience that revealed how important clear, objective financial guidance can be—especially during life’s most challenging moments.
Years ago when Nathan Collier’s grandfather became seriously ill, difficult financial decisions had to be made quickly. Nathan’s father stepped in to manage his affairs and sought advice from multiple respected professionals. Instead of clarity, he received conflicting recommendations around insurance, estate planning, and retirement income. Each advisor meant well, but the lack of coordination created confusion and risk at a time when the family needed confidence.
That experience changed everything. Recognizing the need for integrated, unbiased planning, Nathan’s father founded Senior Benefits & Planning Services in 1990 with a simple goal: to help families make informed financial decisions without conflicting interests or fragmented advice. Nathan grew up learning the business alongside his father, becoming a second-generation financial advisor shaped by those early lessons.
Following Nathan's father’s passing in 2020, the firm continued as Collier Financial, with the family legacy carried forward with his brothers at the helm. After relocating his own family to Tennessee, Nathan chose to establish an independent firm—evolving that legacy into what is now Collier Wealth Company.
Today, Collier Wealth Company remains rooted in its founding principles: comprehensive planning, independent advice, and a long-term commitment to the families and businesses it serves. The firm exists to provide clarity, coordination, and confidence—free from proprietary products, sales quotas, or hidden incentives.
Nathan Collier
Founder & Fiduciary Financial Adviser
Nathan Collier is a second-generation financial advisor with nearly 30 years of experience in the financial services industry. He began his career as an independent insurance agent and Investment Adviser Representative in 2000 and has since founded and led multiple advisory firms helping individuals and business owners, including Collier Legacy Planning in Oshkosh, Wisconsin, which now serves more than 1,000 client families.
Nathan has worked across both independent advisory firms and the broker-dealer model, including roles at two Fortune 500 companies and one Fortune 200 company. Through this experience, he gained firsthand insight into how commission structures, proprietary products, and suitability-based standards can influence recommendations—often creating conflicts that detract from a fiduciary approach.
In contrast, his work with independent Registered Investment Advisory (RIA) firms reinforced the value of objective, client-first advice delivered without corporate or product-driven pressures. Earlier in his career, Nathan also worked within consulting engineering and contracting firms in South Florida, further shaping his understanding of complex financial and business environments.
This combination of personal history and professional experience has shaped Nathan’s core belief: independent, unbiased advice is essential when helping families and businesses build wealth, protect assets, and preserve legacies. At Collier Wealth Company, he applies this perspective to provide thoughtful, transparent guidance that endures across generations.
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Daryll Taylor
Licensed Life & Health Insurance Agent
Daryll is a licensed Life and Health Insurance Agent with a professional background in the healthcare and wellness industry dating back to 2016. This experience allows him to understand not only insurance products, but the real-world healthcare decisions individuals and families face at every stage of life. This well-rounded understanding of healthcare needs makes him a valuable asset to the Collier Wealth Company team.
He specializes in Medicare planning, supplemental coverage, and life insurance, guiding clients through complex options with clarity and confidence. His approach is education-based, focused on breaking down coverage choices in straightforward terms so clients can make informed decisions aligned with their health needs, financial priorities, and long-term goals.
His philosophy is personal, transparent, and relationship-driven. He believes insurance should never feel confusing, rushed, or transactional. As clients’ lives evolve, he serves as a long-term resource—providing ongoing support, policy reviews, and proactive guidance to ensure coverage continues to meet their needs.
For Daryll, insurance is more than a policy; it is about protecting health, preserving financial stability, and providing lasting peace of mind.
Rachael Weide
Client Service Associate
Rachael Weide brings over 10 years of experience as a Client Service Associate, specializing in providing precise, reliable operational support. She excels at building and maintaining strong client relationships while ensuring every service request is handled accurately and efficiently.
From processing transfers and coordinating documentation to safeguarding sensitive client information, Rachael delivers consistent, white-glove service that clients trust and appreciate.
Born and raised in Tampa, Florida, she resides with her husband and two sons. Outside of work, Rachael enjoys family time, relaxing at the beach, and embracing the outdoors.
Raymond Gettins
Chief Compliance Officer | United Advisor Group
Ray is a graduate of Miami University with 30-plus years of experience in the Financial Services field. Beginning his career working with individuals and small businesses, he moved to the investment firm side of Financial Services, where he worked as a wholesaler for over 20 years.
With an understanding of the importance of a financial plan for both the investor and the advisor, Ray has the perspective and understanding of the complexities facing both, and a drive to implement practical solutions.
He was a founding member of US Veteran Resources, assisting veterans and their families for over a decade. Ray enjoys spending time with his wife and daughters, working out, growing peppers, sailing, hiking, and just about anything that gets him outside.