Colleen brings a great background of customer service to our team including 13 years in the financial planning industry. She enjoys getting to know our clients and assisting them in any way she can. If she doesn’t know the answer to your question she will work at finding it for you. Colleen and her husband Rick enjoy spending time with friends and family especially their grandson. In the summertime, they can be seen cruising in their 57 Chevy or on their Honda motorcycle.