Meet The
CoFi
Collective
Our Team: The Power of Collective Expertise
At CoFi Advisors, we believe financial guidance is most effective when delivered through genuine relationships and collaborative expertise. Our name—short for "Collective Financial"—reflects our fundamental philosophy: that the best outcomes emerge when we bring together diverse perspectives, specialized knowledge, and shared commitment to your financial freedom.
Our Portsmouth-based team works seamlessly to provide personalized service to clients across the United States. Each member brings unique strengths and experiences, but we share a common dedication to understanding your goals, challenges, and aspirations. When you work with CoFi Advisors, you gain access not just to an individual advisor, but to our entire collective of financial professionals.
The Core CoFi Team
Wheeler Crowley
Co-founder and Financial Advisor
As co-founder of CoFi Advisors, Wheeler specializes in helping young high-income earners, business owners, and high-net-worth individuals build a life of wealth, health, and ease. As your financial advocate, he empowers you to feel confident, connected, and in control of your financial journey so you are prepared for both the expected and the unexpected.
Wheeler works with individuals who are dedicated to their personal vision of financial success and committed to collaborating with him to help this vision come to fruition. Since your money extends beyond personal gain, this often means constructing a legacy that enriches your family, friends, and community.
With the heart of a teacher and the mind of a financial advisor, Wheeler possesses a unique ability to distill complex information into relatable insights. His main objective is to strengthen your understanding of your financial landscape — what’s happening, why it’s happening, and how it aligns with your goals and values. He will help you understand the life you want to build and what financial tools you need to make it happen. Each meeting is an opportunity to feel not only informed, but inspired and optimistic about your financial future.
Wheeler prioritizes your financial goals through personalized and comprehensive guidance. His tailored one-on-one approach and bespoke recommendations are designed to support your unique aspirations, all while working to safeguard you against life’s uncertainties.
Wheeler’s commitment doesn’t stop there. He understands the dynamic nature of the financial markets, as well as your own evolving needs. That’s why he regularly revisits your plan to verify it remains on course. With this ongoing concierge experience, you can feel confident that your wellbeing is continuously nurtured.
Outside of the office, Wheeler’s favorite moments are spent with his wife, Jessica, their daughter Makayla, and their family and friends. He makes sure to stay active, whether that means long bike rides along the Island Line trail in Burlington, VT, running along the NH Seacoast from Hampton to Rye, or organizing pickup pond hockey games at Strawbery Banke. Following these adventures, he often rewards himself with a favorite craft beer, which always taste best shared with the ones he loves.
“In every walk with nature one receives far more than he seeks” – John Muir
Colin Walker
Co-founder and Financial Advisor
Colin Walker is the co-founder of CoFi Advisors and the kind of advisor high-income families and successful business owners consider their “first call” for life’s biggest financial decisions.
Known for his calm presence and strategic thinking, Colin partners with multi-generational families, physicians, and entrepreneurs to simplify complexity, align family priorities, and create lasting legacies. His approach blends mentorship, deep planning expertise, and clarity — helping clients replace financial stress with confidence.
Colin is particularly skilled at distilling complex tax strategies, estate structures, and investment plans into practical, understandable options. He outlines each family’s goals in plain language, then presents a curated path forward — with clear pros and cons — while always offering, “Here’s what I’d do if this were my family.” His clients often say this structure helps them make decisions faster and with far more confidence.
Whether guiding a business owner through a liquidity event or helping a family prepare heirs for future wealth, Colin’s strength lies in being both a strategic architect and a trusted family advisor. He collaborates closely with the next generation to teach core money principles and build strong financial foundations long before inheritances come into play.
Colin’s clients appreciate that their financial plans go beyond portfolios — they’re built around the lives they want to lead. From launching philanthropic goals to planning second homes and transitioning family businesses, Colin brings thoughtful structure and wise counsel to every conversation.
Outside the office, Colin enjoys time with his wife Kaylee and their West Highland Terrier, Finnegan. You’ll often find him fly fishing, skiing, golfing, or exploring new places with family and friends.
“The best way to predict the future is to create it.” — Peter Drucker
Shania Murray
Relationship Manager
As relationship manager, Shania brings warmth, understanding, and a personalized touch to your financial journey. She is committed to building and maintaining strong client relationships and working closely with clients to understand their unique needs and providing tailored solutions.
Your financial aspirations are interconnected with the broader canvas of your life, and we are dedicated to understanding and supporting you every step of the way. CoFi’s mission is to guide you toward your financial goals and be an integral part of your life. Shania brings this mission, and the values of communication, trust, and respect into each interaction she has with you.
With a background in early childhood education, Shania has a passion for helping others. She took a leap of faith by joining the financial industry, where she could marry her love for serving others with the precision of financial planning. It is here that Shania discovered the power of creating a personalized client experience, which she delivers on a daily basis to people like you.
Drawing from her prior career as a preschool teacher, Shania’s empathetic and understanding demeanor naturally shines through. Attentively listening to your desires and needs and remembering the important details, she will always make you feel truly valued. Your journey is not just about your financial goals; it’s about creating a meaningful, lasting connection.
Outside the office, you can find Shania on the slopes, at the gym, or basking in the serenity of Great East Lake.
Tori Rothwell
Operations Leader
Tori is an integral part of the CoFi Advisors team, frequently the first face clients see when they come to the office, while overseeing operations behind the scenes to keep everything running smoothly. In her role she is dedicated to removing friction for CoFi clients, empowering them to move confidently towards their goals.
She is a clear communicator and takes pride in her ability to build trust and create meaningful connections. By leveraging her background in project management and her natural talent for strategic planning, Tori helps guide clients through their financial journeys with clarity, empathy, and professional insight. Her ability to navigate challenges while maintaining a client-centered perspective makes her an asset to the CoFi team.
Beyond her professional life, Tori is an adventurer at heart. Whether exploring beaches, hiking trails, or traveling the world, she maintains an immense curiosity and enjoys learning, growing, and connecting with those around her. When not working, she cherishes moments with her growing circle of family and friends, always planning her next adventure.
Our Trusted Partners
The "collective" in CoFi extends beyond our core team. We've cultivated relationships with trusted professionals who complement our expertise and enhance the comprehensive service we provide to our clients. These collaborative partnerships allow us to address specialized needs across all aspects of your financial life.
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Peter Kaplan
Executive Vice President, Planning and Insurance Solutions
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Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
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Gregory Freeman
Advanced Planning Specialist
The CoFi Difference: True Collaboration
What sets our team apart isn't just our individual credentials—it's how we work together. We meet regularly to discuss client situations, share insights, and develop integrated strategies that address the full spectrum of your financial needs. No single advisor can be an expert in everything, which is why we leverage our collective intelligence to provide truly comprehensive guidance.
When you work with CoFi Advisors, you gain a team of professionals who communicate with each other, coordinate their efforts, and collaborate to help you achieve financial freedom. We believe this approach delivers not just better financial outcomes, but a more supportive, responsive, and enjoyable experience for our clients.
We look forward to introducing you to our team and showing you the power of collective financial planning in action.
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