Colleen serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Colleen practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Her approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Colleen brings more than 15 years of experience in the financial services industry to her clients. Prior to joining Creative Planning, Colleen was a Wealth Manager with an institutional firm where she served high net worth individuals and families. Colleen was responsible for having a holistic understanding of her clients’ circumstances and worked closely with them to help them achieve their goals.
Colleen earned her bachelor’s degree from the University of Colorado and has also earned her Master of Business Administration degree. Colleen is a CERTIFIED FINANCIAL PLANNER ™ professional as designated by the Certified Financial Planner Board of Standards.
Colleen and her husband, Roger, have two sons – Brodie and Alec. In her spare time, Colleen enjoys spending time with her family, traveling, and being in the Rocky Mountains!