Client Services Associate
As a Client Services Associate, Colleen handles all the day-to-day office administration duties with efficiency, professionalism, and friendliness. She schedules and sets appointments, assists with many client requests, and keeps everyone and the entire office organized and productive. She also plans and coordinates clients' communications and plans all company client events. She always ensures you feel like part of the Elios Financial Group family. Because you are.
Colleen grew up in Westlake and now resides in West Park with her husband, Dan. In her free time, she enjoys crafting, gardening, and keeping up with her reading in her Book Club.