Colleen Fimognari

Colleen's favorite way to play is watching her teenagers play baseball and softball. She's been working with Paul since 2016 and applies her eye for detail to many behind-the-scenes tasks, helping us run like clockwork. Colleen oversees client services. She provides support with client service requests, appointment preparation and follow-up, new accounts, and more. Colleen is instrumental in helping refine our service processes to ensure we can provide seamless and efficient support to clients. She acts as each client’s dedicated service champion.