Colleen joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She serves as a Partner and Wealth Advisor at Waverly. Her passion is making a difference in the lives of high-net-worth clients and their future generations using her combined legal, tax, and financial skills. Colleen brings almost 20 years of diverse experience to Waverly. She works with highly successful business leaders, executives, families, and individuals in developing strategies and recommendations that are always in the client’s best interests. Colleen provides a customized, comprehensive financial planning and investment management service which includes areas of complex tax and estate issues, multi-generational wealth planning and maximizing portfolio growth.
Colleen is an attorney and has earned the Accredited Behavioral Finance Professional™ or ABFP™ designation. The designation requires advisors to complete a course of study encompassing advisors’ emotional competencies, client interactions, and financial planning advice through a thorough understanding of psychological explanations for economic behavior and hands-on practice of knowledge.
Colleen welcomes the opportunity to bring her passion, analytical competence, expertise, and guidance on the path of a well-lived life.
In her spare time she enjoys hanging out with her daughter, Emma, before she heads off to college in a couple years. She also enjoys reading and loves any and all book recommendations! Colleen admits to being a big Cubs and Bears fan! Despite their losing records…