Senior Client Advisor
Colleen began her career in finance by working for a large mutual fund company. She has had the opportunity to work with several non-profits, one of the largest broker-dealers in the U.S., and most recently for a registered investment advisor. Colleen has a distinguished and varied background in the wealth management industry. She now brings her expertise and passion to FORM Wealth to care for our clients.
She joined the FORM Wealth team in April of 2022 and is excited to share her knowledge, expertise, and commitment to excellent customer service with our clients and team. Colleen received her undergraduate degree from Iowa State University and her MBA in Finance from Regis University. She currently holds a Series 7, 63, and 9/10 securities licenses.
Colleen grew up in Glen Ellyn, Illinois, and then moved to Denver, Colorado, after completing her undergraduate degree. She has two children; her son Devin who lives in Boulder, Colorado, and her daughter Riley, who is currently attending the University of South Carolina. Colleen currently splits her time between Wheaton, Illinois, and Lake Geneva and is looking forward to moving to Lake Geneva full time. When she is not helping our clients, she loves to spend time outside running, biking, or boating.