Colene joined Retirement Planning Group in December 2006. Prior to joining our team, Colene worked for New York Life as an insurance agent. In addition to Practice Manager, Colene is the direct contact for our VIP relationships and oversees all client service. Her responsibilities include managing the practice, onboarding and training of staff, notary services, and supporting client service as a whole for the practice. Colene has completed the following FINRA exams: Series 6 (Investment Company/Variable Contract Products) and Series 63 (Uniform Securities Agent State Law).
Colene lives in Eugene, with her husband Matt. They have three children, two currently in college and one in high school, as well as a grandson. Colene enjoys cooking, gardening, country music, and spending time with her family.