Colleen Osland is a dedicated professional in the financial services industry, specializing in client service and operational efficiency. With over a decade of experience, Colleen began her career in commercial credit and finance at a Fortune 500 company, laying a solid foundation in corporate finance. She further honed her skills in technical sales and project management, demonstrating versatility and a keen ability to drive projects to success.

In the past, Colleen has excelled as a Client Service Associate for an LPL Financial advisor, where her commitment to exceptional client service and operational excellence has been evident. She is proficient in LPL and Clientworks operations, Redtail CRM management, and is actively expanding her expertise into eWealthManager with AssetMark, showcasing her adaptability and eagerness to embrace new technologies.

Colleen is also a certified budgeting, income, and expense coach through Ramsey Solutions, proving  her dedication to empowering individuals with the knowledge to manage their finances effectively. Her credentials are further complemented by an *Arizona insurance license, qualifying her in life, health, and certified in long-term care, ensuring she can provide comprehensive advice and support to her clients.

In her role as a Virtual Admin, Colleen leverages her extensive experience to assist with day-to-day operational tasks and projects aimed at streamlining processes and procedures. Her background in finance, project management, and client service makes her an invaluable asset to any team, capable of enhancing operational efficiency and client satisfaction.

Colleen's commitment to professional development and her comprehensive skill set positions her as a key contributor to the success of her clients and the organizations she supports.

Colleen and her husband Scott live in Tucson, AZ. When not working Colleen enjoys music, playing the piano, traveling with her husband and visiting family across the U.S. and Australia. 

*Arizona insurance license No: 19788361

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Office Location

8985 E. Bell Rd.
Scottsdale, AZ 85260