About Colleen Stevens

As an experienced Financial Adviser, Colleen continually stays up to date with current changes in the financial industry so she can best benefit her clients.  To keep pace with clients' needs, Colleen has access to new products and enhanced product features.  She is also a qualifying and lifetime member of the Million Dollar Roundtable.  Membership in the Million Dollar Roundtable is strictly limited to the top 2% of all financial services professionals worldwide.

Colleen M Stevens, CLU ChFC is a graduate of Washington State University and entered the financial services industry in 1985.  She earned her  Chartered Life Underwriter (CLU) designation in 1998 and her Chartered Financial Consultant (ChFC) designation in 2001 from The American College.  Colleen and her husband Greg live in the Spokane area and have three children.

Colleen's family owned a closely held corporation when she was growing up that benefited from business planning and insurance products owned by the corporation, which allowed the business to be passed down to family members.

"Because of my family history I know first hand the value of hard work and planning.  I bring my unique abilities and creative style to relating with my clients.  Whether it's acting as a liason with a client's attorney or CPA, making referrals for services in related fields, I am committed to providing service that exceeds expectations." 

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