Colleen joined Confluence Financial Partners in 2014 as the Client Service Associate to Kurt Kimmich. She works closely with his clients to ensure they receive the highest level of service and that their questions are answered in a timely fashion.
Originally from Erie, Colleen worked at Erie Insurance as a Customer Advocate prior to joining Confluence. She graduated from Penn State University, Erie earning her bachelor’s degree in business management.
As an animal lover, Colleen enjoys volunteering at the Western PA Humane Society and has run the half marathon as a charity runner to raise funds for the organization. She fulfills her passion for athletics by playing volleyball and softball in the city’s recreational leagues.
Meet Colleen's Team