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 23 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.

Prior to starting her career in the financial services industry, Colleen earned her Bachelor of Science degree at Arizona State University. She became a Planner in order to help individuals and closely held business plan for the unexpected and help avoid financial disasters. Colleen lived in AZ for over 30 years. She started her practice in Phoenix AZ and she continues to grow and maintain her practice and has offices in Scottsdale, Arizona and Port Wing, Wisconsin.

Colleen is a mother and a volunteer Emergency Medical Responder for the South Shore Ambulance Association. She is currently on the board of the Bayfield County Economic Development Corporation and a member of The South Shore Lions Club, Port Wing Business Association, Vice President of the Cornucopia Business Association and member of The Bayfield Chamber of Commerce. Colleen is the past president and board member of the Women’s Enterprise Foundation, past president and board member of Impact for Enterprising Women a NAFE affiliate, past program and membership chair for the National Association of Women Business Owners, past treasurer and marketing chair 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 and music.