Specialties
About Me
Colleen’s passion is creating retirement income plans that help clients optimize the entire range of retirement vehicles, including Social Security benefits, pensions, and tax planning.
After graduating from college in 2010, Colleen followed her talent for numbers and began working in the insurance and financial services industry. It was during this time that she discovered her love of personal finance and eventually transitioned to B.A. Schrock Financial Group in 2014. Colleen has passed the Series 65 securities exam and holds several life and health insurance licenses. She has a bachelor’s degree in business economics from The College of Wooster in Wooster, Ohio. In 2020 Colleen earned her ChFC® (Chartered Financial Consultant ®) designation and expanded her industry knowledge again in 2022, when she earned her CFP® (Certified Financial Planner ™) certification. Colleen lives in Wadsworth, Ohio with her sons, Connor and Caden.
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Interests & Hobbies
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Credentials
CFP®, ChFC®
Chartered Designations
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Disclosures
Investment Advisor Representatives offer advisory services through B.A. Schrock Wealth Management, Inc. (BASWM), a registered investment advisor. Insurance is offered through B.A. Schrock Financial Group, Inc. (BASFG), an insurance company. BASWM and BASFG are affiliated and share common ownership.