Colleen is a Licensed Mutual Fund Assistant has been working on Tom’s team since 2001. She began her career in retail banking services in 1982 and now has more than 40 years of experience in the financial services industry.

Colleen gives all of Tom and Mark’s clients her undivided attention. Prompt and efficient customer service is her number one mandate. Her motto is “A client is never an interruption of her work; they are the reason for it!”