Colleen helps oversee the operations and compliance of the office. She holds her series 7 registration with LPL Financial. She provides client services such as account opening, servicing, and Wealthvision support. She enjoys building relationships with our clients while assisting the advisor to provide them with a clear picture of their finances.
Colleen graduated from Eastern Illinois University with a Bachelor of Science in Career and Technical Education. She holds a teaching certificate in Family and Consumer Sciences. Colleen enjoys spending time with her husband and two daughters, Clare & Nora.