Colleen has provided comprehensive financial planning and asset management services since 2007 and has 29 years of experience within the financial services industry. Colleen works collaboratively with her clients to establish wealth management strategies designed to reach the clients’ financial goals through each stage of their lives. Servicing clients’ needs and providing objective advice are Colleen’s top priorities. Colleen joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. Prior to joining SVA Financial Group, Colleen worked as a wealth advisor and team lead for a Madison-based financial institution. She also has extensive experience in banking as a private banker and branch manager. In her free time, Colleen enjoys spending time with her husband and two daughters. She is active in the community as a Board Member for Clean Lakes Alliance and Wisconsin Veterinary Medical Foundation.