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Colleen Seidel

Colleen Seidel

Operations Manager

Colleen provides client services such as account opening, transfers, distributions, and required minimum distriubtions. These are just a few requests she completes for our clients. She assists with all reports including Morningstar, WealthVision, & Riskalyze. These reports provide clients with an organized review of their investments and helps analyze risks the client takes with his or her portfolio. She provides technical support for Account View, which allows clients to access their investments online in a secured manner. She enjoys building relationships with our clients while assisting the advisor to provide them with a clear picture of their finances .

Colleen graduated from Eastern Illinois University with a Bachelor of Science in Career and Technical Education. She holds her teaching certificate in Family and Consumer Sciences. She was in Irish dancer with World Academy and competed internationally in the World Championships. She enjoys watching hockey-especially the Chicago Blackhawks.