She brings over a decade of experience servicing the needs of high-net-worth families.
Joined Lido: 2018
Homebase: Dallas, TX
Professional Focus: Colleen acts as liaison between clients and Lido’s vast array of innovative services and its differentiated approach to wealth management.
Education: B.A., Interdisciplinary Studies, University of Texas, Dallas
Previous Work Highlights: Colleen worked for Wells Fargo Advisors and Stifel Financial Corp.
Personal Facts: Colleen resides in Dallas with her husband and enjoys traveling, cooking, and spending time with family and friends.
