Colleen has been in the financial services industry since 2007 when she joined SunTrust Investment Services. She currently holds a Series 6, 7, 63 and 65 securities licenses as well as her life insurance and annuity licenses. Colleen is currently enrolled with Penn State World Campus to complete her bachelor’s degree in Finance. She joined our team in 2019 as a registered sales assistant.
Colleen is passionate about helping clients pursue their individual financial goals. She is very detailed orientated and prides herself on striving to provide the highest level of client satisfaction.
In her spare time, Colleen is an avid runner and on Saturday’s in the fall you can find her enjoying Alabama College football. She lives in Sebastian, FL with her two children, Jackson and Charlotte.