Colleen is a member of NAPFA, the National Association of Personal Financial Advisors, and sees the need to provide her clients with oversight and guidance on decisions that can affect them financially. These decisions may revolve around her clients’ cash flow, estate preservation, investment positioning and/or tax planning. Colleen is the Vice President of Beall Financial Planning as well as a dually registered investment representative advisor with Belpointe Asset Management.
In 2010 Colleen completed the rigorous requirements to be a Certified Financial Planner (CFP) professional. The CFP ® Certification is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement (such as 401ks).
Since graduating from Mercer University with a Bachelor of Arts in Economics and Anthropology, she was employed by Paul Lyles Associates before joining Beall Financial Planning in 2002. In 2004, Colleen completed the Registered Para-planner program with the College for Financial Planning and is currently a Certified Financial Planner practitioner. Colleen is also an on-demand Personal Financial Consultant for Military One Source (MOS).
She is originally from South Florida and moved to Macon, GA to attend Mercer University. Colleen is a member of Alpha Gamma Delta and volunteers at the local and international level for the Fraternity. Colleen is a former board member and is now a volunteer for the Children’s Hospital at Navicent Health (formerly the Medical Center of Central Georgia). In 2011, Colleen completed and graduated from Leadership Macon. Colleen and her husband Scott are active in several local charitable and community organizations and are members of St. Peter Claver Catholic Church. They have three children: Liam, Taylor and Evie.
To contact Colleen for a conversation regarding decisions that may affect you financially, please email her at firstname.lastname@example.org or call her at (203)629-3300×178.