Colleen joined Moneco in the Spring of 2019. She has been a financial planner with LPL Financial since 2005 and has extensive experience in the financial services industry dating back to 1983. She is registered as an investment advisor representative and holds the Series 7 and 63 with LPL and the 65 securities license with MONECO Advisors, as well as insurance licenses in many states. Colleen received a Bachelor of Science degree in Finance with high honors from Post University. She also completed the Certified Financial Planning Program at Fairfield University. A stepping stone in Colleen's early career was being selected for an acclaimed leadership - business management program when working at BankBoston. She has devoted her practice to planning, educating and providing personalized strategies to clients’ unique goals and objectives.
Another area Colleen specializes in is that of women and families who are in transition from a recent divorce or other life changing event. Certain events in life come on unexpectedly and at times, can place a tremendous amount of stress on one’s finances. Over the years she has worked diligently to listen and learn how to take these situations and the unanswered questions that accompany them and put a financial plan in place to help individuals and families get back on track, despite the situation.
Colleen resides in Wallingford with her husband Gary and their twin daughters Izzie and Ela. She is very active in the Wallingford community volunteering on the board of her children’s PTO and assisting in several of their sports programs. Colleen is Vice President on the board for the Wallingford Symphony Orchestra and Vice President on the board for Elite Connections Networking Group. When she is not helping clients or volunteering, you can find Colleen cheering on her daughters from the sidelines of their games and spending time with her family and friends.
Get to Know Colleen...
Favorite part about working at Moneco: I love being surrounded by some of the best minds in the industry who have diverse experience and truly care about helping people
Favorite thing to do outside of work: I love being with my family and friends
What I enjoy most about what I do: I love getting to know my clients and building lasting relationships with them
Biggest challenge: Mastering all the technology and tools that is available to me so I can deliver my clients exceptional service
Quotation: "Do not go where the path may lead, go instead where there is no path and leave a trail" -Ralph Waldo Emerson
Vacation: Block Island
TV Show: I Love Lucy - all time favorite Breaking Bad & Ozarks -recent favorites
Sports Team: Yankees