Colleen is the orchestrator of client projects and behind-the-scenes operations that keep the team working like a well-oiled machine. Like the Founder, Colleen also grew up on a dairy farm in Central New York and, prior to joining the team, spent 11-years in the financial industry managing a $200+ million-dollar portfolio.
Colleen’s operational experience and insight from the financial services industry support the agency’s growth and efficiency while maintaining the highest level of standard for the clients.
Colleen attended Cayuga Community College for Liberal Arts and Social Sciences.
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