Kolie Perry

Kolie Perry

Director of First Impressions

As the first face you may see or hear on the phone, Kolie is all things front office on our team. Serving as a receptionist and assistant, Kolie is dedicated to ensuring that you have a wonderful experience working with our office.
Kolie's experience has been in the service industry and management but she has been interested in finance and investing for many years. She loves to help others and enjoys getting to meet our wonderful clients.
When she's not working, she enjoys skiing, anything ouside, and keeping tabs on her 3 dogs and 2 cats.