Our Team

Meet Our Team

Teams

  • Team Paracle

Locations

  • Mercer Island

Roles

  • Client Services
  • Wealth Strategy Group

Colleen Pedey, CFP®

Senior Wealth Management Associate

As a Senior Wealth Management Associate, Colleen works with the families we serve to create achievable financial plans. As a comprehensive wealth management firm, we believe looking at your financial life holistically can bring peace of mind. By really getting to know our clients, Colleen is able to get your financial picture into focus and help create a clear path for your financial journey. Additionally, Colleen reviews the plan’s progress over time to ensure it aligns with your financial short- and long-term goals.

Colleen graduated from Bradford College with a bachelor’s degree in business. She has been in the financial services industry for over 20 years. The majority of Colleen’s prior work experience was with Charles Schwab working with clients directly, providing investment advice, and leading and coaching teams to provide exceptional client service for each and every client. Colleen is excited to continue her work in wealth management and be in a role working directly with clients to achieve their goals while developing ongoing, long-term relationships.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

THE MOST TREASURED THING I OWN

Photos of recent travels with my mom.  I am grateful she is able and willing to spend time with me while seeing new sites or re-visiting places from the past.

ONE PIECE OF ADVICE

I have always loved Maya Angelou’s quote “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”  We are poised to make a lasting impression with clients based on the relationships we develop and the trust we earn.

HOBBIES

I enjoy yoga, gardening, reading, and urban hiking with my dog.  I also enjoy spending time with family and friends.  In the winter months college basketball is a primary passion also enjoyed by my dog.