Colleen McMillan

Colleen McMillan is the Practice Coordinator for Andrew’s practice. She walks through the application process with clients by sending out applications, tracking the underwriting process, and finalizing contracts and account transfers. Colleen helps coordinate appointments and events on Andrew’s calendar, as well as assisting with meeting preparation by providing account summaries. She also completes client follow-up, in addition to prepping applications and service forms for insurance and investments. Colleen is licensed in life and disability insurance.