Colleen started in the wealth management industry in 2014, after a career at both
Indiana University and Pfizer, Inc. Colleen serves both families and business owners through comprehensive wealth management focusing on investment management, tax planning, and estate planning. Colleen has a passion for helping women in transition through education and empowerment.
Colleen is a two-time graduate of the University of Tennessee, having earned her bachelor’s degree magna cum laude and her master’s degree summa cum laude.
She and her husband, Tyler, have three children, Grace, Foster and Carson, and their beloved doodle, Piper. Colleen enjoys cheering for her kids in many sporting events, running with friends, cooking, reading with her book club, traveling with her husband and spending time with her family at the lake or ocean. Colleen enjoys being anywhere with sunshine and a beach.
Living our Mission: Colleen is on the Board of Directors for the Community Foundation of Monroe County. Colleen also serves on the Professional Advisors Council for the Community Foundation. She and her husband support the Boys and Girls Club, Girls Inc., Sounds of South, BBBS, New Hope, St. Charles School, and MCCSC in various ways. She is a past board member for the local Big Brothers Big Sisters organization.
“The best way to stick to your financial plan is to have a financial plan worth sticking to.” – Morgan Housel