As the first face you may see or hear on the phone, Kolie is an integral part of our front office team. In her role as an LPL Registered Client Service Assistant, Kolie plays a key role in delivering an outstanding client experience — from warmly welcoming new prospects during initial “getting to know you” calls, to carefully gathering the important information needed to build their personalized financial plan.
With a strong background in client service and management, and a long-standing passion for finance and investing, Kolie brings professionalism and genuine care to every interaction. She loves helping others and truly enjoys meeting our clients and prospects as they take the first steps toward retiring with confidence.
Outside of work, Kolie enjoys spending time with her husband and their dogs — whether skiing in the mountains, traveling, or enjoying weekends with family and friends. She values staying active and creating lasting memories with the people she loves most.
