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Meet Our Team


Colleen has served as an invaluable strategic financial planning partner to her clients as they reach toward achieving their unique long-term goals since 1993. She has been in the financial services industry since 1986.

Colleen Schon

Board of Directors

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A key factor in Colleen’s life is mentoring future financial advisors as she was mentored, as a way of paying it forward. That carries over into all of her philanthropic endeavors. Colleen is the Co-Founder and Treasurer of The Alexander Foundation, which financially supports families of children born with Cloverleaf Syndrome and other craniofacial disorders. She received the “Wealth Advisor with Heart” industry award in 2014 for her work with the Foundation.


Financial Literacy is a key factor in all Colleen does with her clients, which coincides with the mission of Funding the Future: teaching young students the importance of making smart financial decisions. She began her work with Funding the Future in 2016 by sponsoring school shows around Michigan, and joined the Board of Directors in 2018.

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