As the Advisory Team Manager, Colleen provides internal leadership to the Associate Advisor team by being a partner in their personal development and by helping the team develop their financial planning skills. Colleen has worked in Wealth Management and Financial Planning for the past 8 years. Before joining the financial industry, Colleen worked in grant writing and fundraising for Non-Profit Organizations.
Growing up in a small farming town in Northeast Iowa taught me how important being part of a community is. Whenever there was something to celebrate, the whole community celebrated with you. Whenever there was a tragedy, everyone came together and did whatever needed to be done to provide support and encouragement. That blessing has always stayed with me. I believe it truly does “take a village.” I try to be the “community” for all of those that are in my life. I feel fortunate to have found that culture here at Foster Group.
My husband and I have been blessed with 4 children, 2 girls and 2 boys. They keep us very busy and always on our toes! The laundry never ends but neither do the laughs and hugs. On the weekends you will typically find us at a sporting event of some sort for one of our children. One of my passions is running. I enjoy both the physical and mental benefits that come from it.
Be strong and of good courage, do not fear nor be afraid of them; for the Lord your God, He is the One who goes with you. He will not leave you nor forsake you.
B.S. in Psychology from the University of Northern Iowa and the Series 7 and Series 66 FINRA Registrations