Colleen Rizzo
Office Manager

Licenses & Certifications:
Registered Paraplanner

Telephone: (615) 277-9478|   Fax: (615) 522-5385|   E-Mail Address: click here

Colleen joined TrustCore in April 2007 as Office Manager. She is an Ohio-native with more than a decade of experience in the investment and financial services industry. In addition to her managerial experience, her responsibilities have included investor, client and custodial relations, client reporting, creation and implementation of systems and processes, training and development of administrative and human resources.

With her comprehensive knowledge of the industry, Colleen is focused on coordinating the efforts of the professional, operational and administrative staff to support TrustCore's planners with the broad range of financial services which they use to serve their clients.

Colleen is dedicated to bringing a disciplined approach to the planning, training and development of the human resources that support the unique expertise offered by TrustCore's planners.

She is currently completing the final requirements for the Registered Paraplanner designation.