Our Associates

Colleen Kehoe
Broker Dealer Relationship Manager
Lisle, IL

Colleen Kehoe

Colleen Kehoe is the firm’s Broker-Dealer Relationship Manager and helps advisors with the submission of new investments/MMLIS business. She also works with experienced advisors that join the firm to aid in their book transition.

She graduated in 2007 from Taylor University (Upland, IN) with a BA in Sport Management. She started her work in the financial services industry at the Chicagoland Regional Financial Office of Thrivent Financial and went on to become the Field Operations Manager for the entire Chicagoland region. In 2017 she helped launch and build Wela Financial, a boutique financial services firm in the Chicagoland area and served as VP of Operations. She holds her Life, Health, Series 7, 66, 24 licenses.

On a personal note, Colleen lives in Batavia and enjoys watching the Bears, hiking, cooking, reading, and hanging out with her nieces and nephews.