Colleen earned a Bachelor of Science in Human Resources from the University of New Mexico’s Anderson School of Management. This experience taught her to go beyond the business relationship of those she works with, and instead develop relationships with them on a deeper level.

She joined the financial investment industry over 5 years ago and has utilized her background in human resources, marketing, sales, and management to ensure a smooth and easy process for each client she works with. This often entails opening new accounts, making changes to existing accounts, and money movement requests. She relies on integrity, discipline, and accountability in striving to exceed each client’s expectations.

Outside of work, Colleen loves spending time with her friends and family, especially her husband, Josh, and their two children. She also enjoys camping and being outdoors any opportunity she gets. Colleen also spends time giving back to her community, including many years in which she volunteered with Special Olympics New Mexico.