Colette incorporates 20+ years of knowledge and experience from the accounting and finance industry with her passion for helping people successfully navigate the course of their financial future. Her diverse experience helping corporations, non-profits and small businesses succeed lead her to working with individuals starting in 2005 focusing on their personal financial needs.
She understands that like life, financial planning can become quite complex. Her mission is to help clear away the clutter and allow her clients to focus on their personal financial goals. She enjoys working with people on a variety of financial planning issues and believes in the old adage “knowledge is power”. From retirement planning to portfolio construction and management, her philosophy is to educate and inform her clients so they can prepare for life’s ups and downs.
Her specialties are: Retirement and transition planning, Tax and estate planning and Investment management.
Her professional and academic qualifications include: Colette is a Certified Financial Planner (CFP®) as well as a Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) Credential. She has a BS in Accounting from The Pennsylvania State University as well as an Executive Certificate in Financial Planning from Georgetown University.She is a member of The Financial Planning Association, the McLean Estate Planning Counsel and the AICPA.