The Wealth Office®, CFP®
Colleen provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2018, Colleen was a Senior Financial Analyst at Capstone Financial Advisors, Inc. Colleen earned a BS from the University of Illinois at Urbana-Champaign with a concentration in Financial Planning. She passed the CFA Level I exam, is a Certified Financial Planner (CFP®) and is an auxiliary board member for Midtown Educational Foundation. In her free time, Colleen enjoys playing tennis, boxing and cooking and is a former world champion Irish dancer.