Colleen Duncan

Client Experience Associate

Colleen’s Story

Working closely with our advisors, Colleen’s duties include processing client paperwork and supporting the rest of our operations team. Her warm and friendly demeanor makes her a great fit for the role of Client Experience Associate. Providing consistent, personal, and exceptional attention, her primary focus revolves around ensuring that all clients receive the utmost care.

Colleen joined the Stonebrook Private team in May 2024. With over 25 years of experience as an executive assistant, her expertise shines through in her dedication to people, meticulous attention to deadlines, and the ability to exceed expectations. Her professional background serves as a testament to her commitment to delivering top-notch service.

Originally from the Chicagoland area, Colleen’s journey has taken her to various corner of the world – including Germany, California, Georgia, Virginia, Texas, and Michigan. Alongside her loving husband, Patrick, Colleen is the proud parent of three incredible children and the doting grandparent to 10 perfect grandchildren. Deeply rooted in her community, Colleen finds immense joy in serving her church and readily lends a helping hand wherever it’s needed.

Colleen’s Goals

  • Surprise her husband with a trip to Scotland.
  • Explore New Zealand.
  • Spend as much time as possible with family, especially her grandchildren.

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