Members’ Wealth would like to welcome Colleen Mahoney to our team as the Director of Client Experience. Colleen began her career with an investment advisory firm focusing on high-net-worth clients.
From there, Colleen spent eight years managing the Client Services Division of Lockwood Financial Services (she was Dane’s boss!), where she interacted daily with financial advisors, assisting them with their clients’ needs. After taking time out of the workforce to raise her children, Colleen joined The Philadelphia Group where she served as the primary point of contact for client service requests. A graduate of Villanova University with a degree in Business and Finance, Colleen brings knowledge and experience to the team she works with and her clients. Colleen could do any role she desired in wealth management and financial services.
She is smart, driven and talented. Lucky for our clients she chose to be one exceptional client service professional. We all feel really fortunate that she wanted to join the team. In her free time, Colleen enjoys spending time with her husband, four children and their four rescuedogs. She also likes to volunteer in her children’s schools and for local youth sports programs. We are super excited for you all to meet Colleen. You will not be disappointed.
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Advisory services are offered through CS Planning Corp., an SEC registered investment advisor.