Colleen Koestner

WORK HISTORY

EDUCATION

ABOUT COLLEEN KOESTNER

Ironwood Wealth Management, LLC is an Independent Investment Advisor registered with the SEC, offering comprehensive financial planning and investment management solutions to individuals and institutions. Our firm is passionate about guiding retirees and pre-retirees through the complexities of converting their nest egg into a sustainable income stream. We take pride in delivering a superior level of service that has allowed us to grow primarily through client referrals.We provide personalized strategies for estate planning, employer-sponsored and individual retirement plans, and portfolio management. Through strategic collaboration with Certified Public Accountants and attorneys, we’re able to deliver a holistic financial planning experience that integrates tax efficiency and estate planning solutions.Our disciplined wealth management process ensures a structured yet customized approach. This includes the development of an Investment Policy Statement, goal-based asset allocation, security selection using both passive and active strategies, continuous portfolio monitoring, and strategic rebalancing.As Chief Operations Officer, I lead firm-wide operations with a focus on strategic execution, process optimization, and cross-functional alignment. With over a decade in financial services and an MBA with an emphasis in Project Management, I am dedicated to driving efficiency, maintaining regulatory integrity, and ensuring the high standard of client service that defines Ironwood.