Colleen serves as a Director of Wealth Planning Strategies for TIAA,
where she provides comprehensive wealth transfer, estate, and tax
planning services for clients with the most complex needs.
Colleen has been frequently quoted by media outlets including The
Washington Post, USA Today, CNBC, Fox Business News, The Street, and
MarketWatch, and has appeared on CNBC’s Closing Bell. In addition to
her work with TIAA participants, Colleen authored Principles of Estate
Planning, which has been adopted as a textbook by more than 50
universities and CFP® programs.
She is an Adjunct Instructor of Law at New England Law Boston and has served as an Adjunct Instructor for several Financial Planning Programs including The American College, Boston University, and California Lutheran University.