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(800) 467-0480 - Toll Free

(480) 776-5960 - Phoenix, AZ

(949) 424-6131 - Laguna Niguel, CA

Colleen Allison

Colleen Allison

Office Manager

As Office Manager, Colleen strives to keep things running smoothly through the efficient execution, maintenance, and upholding of office operations and procedures. As part of her role, Colleen contributes to the team effort in accomplishing related results, delivering superior customer service, and ensuring the support and fulfillment of client and operational needs.


On a personal note, Colleen is an Arizona native and proud Sun Devil graduating Magna Cum Laude from Arizona State University in 2011 with double Bachelor Degrees’ in Psychology and Justice Studies. She has always had a passion for people and further developed that passion related to financial services during an internship within the industry in 2012.  In Colleen’s spare time she loves to travel, try new restaurants, spend time with family and friends, help others, and try new things!