Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Senior Principal
Norfolk
Client Advisory
Colette is a Senior Principal in the Norfolk office, where she incorporates 20+ years of knowledge and experience from the accounting and finance industry. She has a passion for helping people successfully navigate the course of their financial future. Colette’s diverse experience helping corporations, nonprofits, and small businesses succeed led her to start working with individuals beginning in 2005, focusing on their personal financial needs. Her specialties include retirement and transition planning, tax and estate planning, and investment management.
Colette understands that like life, financial planning can become quite complex. Her mission is to help clear away the clutter and allow her clients to focus on their personal financial goals. She enjoys working with people on a variety of financial planning issues and believes in the adage “knowledge is power.” From retirement planning to portfolio construction and management, her philosophy is to educate and inform her clients so they can prepare for life’s ups and downs.
Prior to joining Cerity Partners, Collette served as a Financial Advisor at Lumina Financial Consultants, a firm providing financial planning and wealth management services specifically focused on women and their families. Before Lumina, she spent more than two decades working in a variety of roles, including accounting, management, consulting, and analyst positions.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Principal
Senior Associate
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
