Colleen serves as an Operations Manager for Genesis Wealth Management, assisting Ben Beecher in providing service and operations support for his clients. She has been in the financial industry since 2013 and holds FINRA Series 7, 66, 9 & 10 registrations (held by LPL Financial).
Colleen loves spending time with her husband Tyler and son Henry, and also enjoys fitness, reading, and being outside. Colleen is passionate about building relationships with clients and helping address their unique service needs.
Prior to Genesis Wealth Management, Colleen served high-net worth individuals and families through Fidelity Investments. Colleen is a graduate of Texas Tech University with a BBA in Marketing.
