As an experienced Financial Adviser, Colleen continually stays up to date with current changes in the financial industry so she can best benefit her clients. To keep pace with clients' needs, Colleen has access to new products and enhanced product features. She is also a qualifying and lifetime member of the Million Dollar Roundtable. Million Dollar Roundtable, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
Colleen M Stevens, CLU®, ChFC® is a graduate of Washington State University and entered the financial services industry in 1985. She earned her Chartered Life Underwriter® (CLU®) designation in 1998 and her Chartered Financial Consultant® (ChFC®) designation in 2001 from The American College. Colleen and her husband Greg live in the Spokane area and have three children.
Colleen's family owned a closely held corporation when she was growing up that benefited from business planning and insurance products owned by the corporation, which allowed the business to be passed down to family members.
"Because of my family history I know first hand the value of hard work and planning. I bring my unique abilities and creative style to relating with my clients. Whether it's acting as a liason with a client's attorney or CPA, making referrals for services in related fields, I am committed to providing service that exceeds expectations.
I have been an Agent with New York Life Insurance Company since 1991. My areas of specialization are retirement planning, estate planning and business continuation planning. I am actively involved in several community organizations such as Executive Women International, Lilac Services for the Blind and Spokane Executives.
I am proud to represent New York Life because it has conducted its business around the central values of financial strength, integrity and humanity. As a mutual company with an accomplished 170+ year history, it is owned solely by its policyowners."
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Colleen M. Stevens Financial Serivices is not owned or operated by New York Life Insurance Company or its affiliates.