Colene joined Retirement Planning Group in December 2006. Prior to joining our team, Colene worked for New York Life as an insurance agent. In addition to Practice Manager, Colene is the direct contact for our VIP relationships and oversees all client service. Her responsibilities include managing the practice, onboarding and training of staff, notary services, and supporting client service as a whole for the practice. Colene is passionate about facilitating concierge level support to create an experience as seamless as possible, support the investment review and implementation process, and provide quality assurance to both our clients and practice alike. Colene has completed the following FINRA exams: Series 6 (Investment Company/Variable Contract Products) and Series 63 (Uniform Securities Agent State Law).
Colene lives in Eugene, with her husband Matt. They have three children, two currently in college and one who works with Retirement Planning Group as a Paraplanner, as well as two grandchildren. Colene enjoys cooking, gardening, country music, and spending time with her family.