Colleen Tannenbaum, FPQP™
Director of Operations/Client Experience
Colleen joined the National Wealth Network team as the director of operations and client experience after spending many years in the business development arena for sales and service organizations before finally bringing her talent and expertise home to the family business. Blending integrity, hard work, and strong listening skills, Colleen understands that thoughtful and attentive service is what builds lasting client relationships. Colleen works alongside her husband Gene and two sons, Michael and Robert.
Colleen strives to make each National Wealth Client feel cared for and part of our family. She works diligently to improve the client experience, whether it's through our National Wealth Network client communication or industry education for herself and the team. Exemplifying the National Wealth Network culture of putting clients first, she recently became a Financial Paraplanner Qualified Professional™ giving her the advanced skills necessary to help our clients.
Colleen and Gene have been married for 29 years. They have three sons, Michael, Robert, and Brian. Michael and Robert are part of the NWN team, while Brian is pursuing his undergraduate degree in social work and plans on becoming a Clinical Social Worker in the mental health field.
Colleen enjoys spending her free time with family and friends, traveling, or enjoying a delicious meal. She has a passion for health and wellness, which includes Financial Wellness. When we asked Colleen, what is the number one reason she joined the National Wealth Network team, she confidently responded, “ Physical and emotional wellness receive a lot of attention in the news, media, and blogs. Financial health, not so much. I have been proud to watch the clients my husband Gene has guided through the years to have sound financial habits, which helped them pursue financial wellness. , Whether it was when they were first getting married, preparing to save for their children's education, saving for retirement, or guiding their family financially. “