RAMSAY CAPITAL GROUP - Key Persons
Andrea completed a Bachelor's Degree in Business Administration with an emphasis in Management and Managerial Accounting at the University of Wisconsin-Green Bay. After a decade-long career in grocery retail management, she made the switch to the financial planning industry. This education and past managerial experience provided an easy transition for an administrative role in the financial planning field, which demands attention to detail, personal client experience, and troubleshooting to find quick solutions. When she is not answering our RCG phone with a smile, she can be found making updates to her first home with her partner Danny, digging around in her flower and vegetable garden, or playing with her rescued Boston Terrier, Lily.
Colleen brings a great background of customer service to our team, including 13 years in the financial planning industry. She enjoys getting to know our clients and assisting them in any way she can. If she doesn't know the answer to your question, she will work on finding it for you. Colleen and her husband Rick enjoy spending time with family and friends and especially their two grandchildren. They enjoy cruising in their 57 Chevy, car shows, drag racing, and camping.