Colleen joined Retirement Plan Solutions (RPSI) in June 2023. Before joining our team, she attended the University of New Mexico receiving both a Bachelor of Business Administration (2013) and a MBA (2015). After graduation, she became a CPA and was an auditor for companies, non-profit organizations, and employee benefit plans, before moving into plan administration in 2018. She has multiple credentials from the American Retirement Association, and is passionate about educating clients, financial advisors, and other CPAs to give them the tools needed to choose successful retirement plan solutions. Outside of work, Colleen enjoys mentoring teenagers at her church, scuba diving, and traveling the world with her husband, Keith.
