Colleen, Operations Manager, has been a part of the Gould Ruma family for almost 4 years now. Colleen has been in the financial services industry since 2012, and received her Series 6 in 2013 and Series 7 in 2017, which are both held through LPL Financial. She also has a Life & Health insurance license held in the State of Ohio and is an Ohio Notary Public.
As Operations Manager, overseeing the day to day operations of the firm has afforded her the opportunity to learn about all areas of the Financial Planning industry.
Colleen grew up in West Toledo and graduated from Bowling Green State University. She currently lives in Perrysburg with her husband Mike and two little boys, Owen (3) and Liam, who joined the crew in May of 2020.