Colleen says, “I really enjoy my role in working with our clients, especially as they meet their goals for retirement. I genuinely care for people, and that makes me strive to do my best to bring their dreams to life.”
Getting to know clients on a personal level is what motivates Colleen. “I’m a good listener and can talk to anyone. Our clients have worked hard throughout their lives, and I like to know their stories. I love to help them understand their investments and what those investments can do for them,” she says.
Throughout her life, Colleen has lived in many states, including Michigan, California, Virginia and Florida, where she now resides. She is involved with her church, and she has worked with foster children as a volunteer, mentor and respite provider since 2002. She has been married for almost 30 years and has a daughter named McKall. In her free time, she enjoys RVing with her husband and their two dogs, refurbishing furniture and watching stand-up comedy.