Colleen Weber CPA, CFP
After graduating from Mankato State University with a degree in Accounting, I worked for several years in various Fortune 500 companies. But I always wanted to work with people, money, and investments. In the early 90’s, the primary way to do that work was to sell products (annuities, life insurance, etc.). I am not a natural salesperson and the conflicts of interest were not acceptable to me. I knew I wanted a practice that treated clients how I would want to be treated.
Imagine my excitement in 2002 when I came upon a fee-only financial planning practice model! I set out to add the CFP to my CPA credentials, started a fee-only financial planning practice and the rest, as they say, is history. The growth over these 15+ years has been phenomenal. I value the trust and confidence my clients have in me as they provide numerous referrals of their friends and family.
I love developing financial plans that save clients on taxes, and investment strategies that help them meet their goals. I enjoy the complexity and intersection of investing, tax, estate planning, and all financial pieces. I can really “geek out” on the numbers stuff.
But the part of my work I enjoy the most is meeting with my clients. I love the stories they tell, the concerns they share, and the accomplishments they achieve. I consider myself blessed every day to be working with such great clients doing the work I love.
My husband and I have 3 (near) adult daughters. We are an active and close family that spends lots of time together. We are closing in on the empty-nest phase and excited to see what that brings. We live in a southwest suburb of Minneapolis and enjoy all that the 4 seasons bring to Minnesota. Of course, that means we are Minnesota Wild hockey fans. During warmer weather, we will be playing outside with our dogs or riding our motorcycles.
Client Service Specialist
Amy assists our office with opening accounts, processing transactions, and helping our clients execute their requests. Her can-do attitude along with her specialized skill set with virtual tools brings efficiency and accuracy to our operations process. Amy most enjoys interacting with clients and serving in her role as liaison with Schwab’s back office. Amy is extremely organized with a strong attention to detail! Her 13 years in the industry has provided Amy with the determination and dedication to be successful.
Originally from St. Louis, MO and now living in Florida, she loves doing anything outside, especially being out on the water. She also enjoys spending time with her dog Porscha. Her favorite quote: “Everything happens for a reason”