Colleen (Hasey) Schuhmann has over 28 years of financial services experience. Colleen and her team can help guide you and your family through all your life events, and be there for you every step of the way. Many of her clients are women who have become responsible for their financial future after experiencing divorce, becoming widowed, or inheriting significant wealth. Colleen often has the privilege of working with multiple generations within the same family.

Colleen is also a Chartered Special Needs Consultant^® (ChSNC®).  ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, healthcare issues, and the emotional aspects of providing for a loved one with a disability.

A native of Michigan, Colleen has resided in the Boca Raton/Delray Beach area for over 40 years.  Colleen enjoys photography, tennis, golf, and spending time at the beach with her family.  She and her husband Paul live in Delray Beach with their two teenage children.

Registered States:
AL, CA, CT, DE, FL, GA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, TN, TX, VA

Jeanne Stanley, Senior Registered Client Service Associate, has over 22 years of experience in the financial services industry. Jeanne is fully capable of serving the administrative needs of Colleen's clients and is an integral part of her team.

Jeanne has been with UBS / PaineWebber in our Boca Raton office since 1998.

Registered States:
CA, CT, FL, IL, MA, NJ, NY