Colleen’s primary duty is making sure clients have anything and everything they want or need. From scheduling appointments, to service items, to sending documents to your other professionals, Colleen is our clients’ primary point of contact.
Why you will love Colleen
Just give her a call and it will be obvious.
In her own words
“I’ve spent a lot of years working in the financial services industry. At Jarvis Financial we have the best team of people and the nicest group of clients I have ever experienced.”
If this sounds like a team with whom you would enjoy working,
read our commitment to always acting in your best interest.