As a respected IAR and Financial Planner with Verus Capital Partners LLC, Colleen uses tax- efficient investments and risk management strategies to help her clients create and maintain wealth. For the past 19 years she has operated her practice based on integrity, trust and dedication.
Colleen’s goal is to provide knowledge and guidance that allows individuals to make informed financial decisions and understand their portfolio. She is dedicated to adapting to her client’s changing needs by providing reviews on a regular basis. Colleen’s ideal client has a desire for professional advice and feels passionately about the people and assets they want to protect.
Colleen’s areas of focus include:
Financial Position ~ Analysis Protection ~ Planning Investment Planning
Cash reserve strategies ~ Life Insurance ~ Asset Allocation modeling
Debt management ~ Disability Income Insurance ~ Risk tolerance
Cash flow management ~ Long-Term Care Insurance ~ Education Planning strategies
Net Worth ~ Business succession planning ~ Diversification strategies
Tax Planning ~ Retirement Planning ~ Estate Planning
Business ownership ~ 401k Rollovers ~ Asset ownership
Non-Qualified investment planning ~ Retirement distributions ~ Trust planning
Tax reduction strategies ~ Social Security ~ Planning Trust funding strategies
Tax deferral methods 401(k)s and IRAs ~ Charitable Giving strategies
Prior to beginning her career in the financial services industry, Colleen earned her Bachelor’s degree at Arizona State University. She became a Planner in order to help individuals plan for the unexpected and help avoid financial disasters. Colleen lived in AZ for over 30 year, where she was heavily involved in the community. She currently has offices in Scottsdale, Arizona, and Port Wing, Wisconsin. She is a past president and board member of the Women’s Enterprise Foundation, past president and board member of Impact for Enterprising Women, past program and membership chair for the National Association of Women Business Owners, past treasurer of the Arizona Costume Institute at the Phoenix Art Museum, past advisor for Women of Scottsdale and an Art Masterpiece Instructor for the Madison School District. Colleen also enjoys skiing, hiking, horses, dogs, biking, camping, swimming and traveling with her son Connor.
*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.
Securities offered thru LPL Financial, member FINRA/SIPC. Insurance products offered by LPL Financial or it licensed affiliates.
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