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C.I.M, P.Mgr., EPC, FDS
MANAGING PARTNER
Colleen loves people! Her greatest attribute is the attention and time devoted to her clients. Colleen has a great interest and enthusiasm for solving problems for both retirees and business owners. Colleen also does special work with individuals going through a divorce or separation. By building committed and trusting relationships Colleen understands the uniqueness of each client and business resulting in creative financial solutions.
Colleen is one of the founding partners of RTR Advisory Group. Before entering the financial services industry in 1997, Colleen spent 15 years in the accounting world working with large oil field companies.
Colleen’s dedication to on-going learning and professionalism is exemplified through her many accomplishments. Colleen has written financial articles for the Western Producer, is a member of the Million Dollar Round Table, has her Professional Managers designation, has completed the certified financial planning courses and is an Elder Planner Consultant (EPC).
Colleen is a passionate chef, traveler and sports enthusiast. Colleen’s integral involvement with Dreams Take Flight has created many wonderful moments and memories for hundreds of children. She is married to Bryan who operates a mixed grain farm which they live on.
P.S. At your next meeting ask Colleen to bring one of her secret recipes. |
