Colleen Kroeger, CFA
Director of Client Care

Colleen coordinates the recommendations and implementation plan for technical client service activities. She develops annual client strategic plans and ensures our client relationship communication and health. Colleen has eight years of wealth management experience working with families of first-generation wealth, inherited wealth and private foundations. She earned her CPA (inactive status) while at Ernst & Young in Chicago. Colleen holds the Chartered Financial Analyst designation.