Colleen is the Director of Client Relations and has worked for Daniel J. Galli & Associates for over 10 years. She manages all of the details of the daily running of our office. She is responsible for ensuring that our clients receive the highest possible level of attention and service.
She works with our clients and our planners to streamline communications, plan implementation, and client needs. She also assists our Certified Financial Planners™ practitioners in developing financial plans. She is fully securities licensed and holds her FINRA Series 7, 63 and 65 registrations.
Colleen also oversees our financial planning software program providing client and planner support as well as overseeing and managing client connections, communications and information processing. This software allows us to deliver holistic financial planning to select clients providing them with a complete picture of their financial situation and financial plans developed by our planners.
Colleen was born and raised in Kingston, MA where she lives today with her husband Ken and their three children Jacob, Jillian and Brody.