AVP Branch Manager
Fax: (262) 787-4317
Waukesha, WI 53188-1000
Understanding your needs to help you make the best financial decisions.
As Assistant Vice President, Branch Manager, Colleen oversees the team of financial professionals at Johnson Financial Group’s Delafield branch. Colleen is experienced in all aspects of finance, with a strong background in lending, investments and branch management. Through strong connections with her clients, Colleen enjoys getting to know every individual on a personal and professional level and finding out their unique goals to help them succeed.
- Began career in financial services in 1989
- Specializes in helping clients with multiple aspects of their finances
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|
Ask Me About
- Checking Solutions
- Digital Solutions
- Financing Home Improvements
- Personal Loans
- Savings, Money Market or CDs
- Longtime resident of the Lake Country community
- Strong supporter of several community organizations, including Junior Achievement, Revitalize Milwaukee, Ronald McDonald House and the Humane Animal Welfare Society (HAWS)