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About Colleen

In her role as Client Relationship Manager, Colleen works closely with advisors and clients. She holds her Series 65 and has completed all of the prerequisite coursework in preparation for the CFP® exam. Colleen shares, “When it comes to paperwork, I am a perfectionist. I enjoy taking the complex and making it simple and understandable to our clients.”

A New Hampshire native, Colleen earned her Bachelor of Arts degree in Communications/Business from Southern New Hampshire University. After nine years as a military wife, she and her family moved to The Villages® community where she served as a transaction coordinator for a prominent real estate team.

When she’s not having movie nights with her three children, Colleen likes to go to the firing range, car shows, and antiquing.

 

 


Favorite Movie:

Alice in Wonderland

Favorite Holiday:

Halloween

Bucket List:

Skydiving

Place I Would Most Like to Visit

Ireland