Colleen Richman- Client Relationship Manager
Colleen came to Iron Point in 2022 with several years experience as a client relationship manager, specifically in the insurance industry. She has a keen focus on building relationships with clients not only during onboarding but throughout utilizing her after sales care concepts to ensure that their needs are met and they are satisfied. With Colleen’s extensive knowledge of the industry and true passion for developing lasting relationships with clients she is a real asset to the team.
During Colleen’s off time she spends doing all kinds of activities with her son James, hanging out with friends, and baking.
Free No Obligation Consultation
Not sure where to start? Contact us today to schedule your free no-obligation consultation where we’ll sit down and analyze your unique situation and see what retirement solutions would be best
Disclaimer: Iron Point Retirement Solutions, LLC and its affiliates are not Certified Public Accountants (CPAs) or Certified Financial Planners (CFPs) and do not prepare tax returns, nor do they buy, sell, or advise on specific stocks/bonds/mutual funds clients should acquire or sell but do advise clients on how to build a more tax-efficient portfolio through various retirement strategies and advise clients on how they can utilize their portfolio using Safe Money Concepts. Iron Point Retirement Solutions, LLC also helps individuals planning for programs such as Medicare, Social Security and other governmental agencies that we are not affiliated with. Individuals looking for more information about these governmental agencies should visit SSA.gov or Medicare.gov for additional information