Colleen Anderson

Colleen is the most recent member of our team.  She found a passion for private banking and investments while working as a Private Banker in Chicago. She and her family moved to the Madison area in 2019.  With 10+ years in a client services role, Colleen genuinely enjoys supporting and being the liaison between her clientele and their advisors.   She found that she enjoys learning about the stock market, while helping people plan for their future. 

Outside of the office, Colleen spends most of her time with her husband and two young girls at their new home in Stoughton.  They love being outdoors and taking part in their community.

Colleen currently holds her FINRA Series 7 and 63 registrations.