Colleen Chance

Client Service Specialist

How do I help clients live a fulfilling life?

I help our clients live a fulfilling life through communication. At some point, everyone has a question. We are a boutique firm and I’m privileged to know each of our clients relatively well. When they call, and need help or have a question I’m the contact. I also keep them in the know through the website, newsletter, social media, emails and calls.

How do I like to spend my time outside of PWM?

With my family, three children Anthony, Jackson and Ella, dog and cat. I love to travel, read, exercise, cook, eat lots of chocolate and spend as much time at the beach or in the sunshine as possible.