Our founder and CEO Colleen Schueneman, CLF, LUTCF is a financial industry veteran with over 30 years of experience. She is the recipient of multiple awards and the author of milestone publications on leadership and transformation. Below are sample highlights of these achievements.

HONORS & AWARDS

  • Million Dollar Round Table Member (MDRT) 1992-2000
  • GAMA Board of trustees for Research and Education (financial industry's most prestigious board) 2011-2016
  • GAMA International award winner for 20 consecutive years 1996-2016
  • President's Citation Award recipient, Prudential 1995
  • Crystal Ball Triple Crown Award recipient, Mony 2000 and 2001
  • Brokerage of the Year recipient, Mass Mutual 2016
  • Member WIFS 2010-Present
  • AALU 2014-Present
  • American College President's Circle 2006- Present
  • Board of Director for Reggie Jackson Foundation 2015-2016

PUBLICATIONS & COVERAGE

  • Published the Financial Diary (adopted by some of the nation's largest insurance firms)
  • Featured in 10 industry publications for articles on inclusion leadership in the next century, leadership by women, and others
  • Featured in the video “Woman's Perspective on the Future of Financial Services”
  • Speaker at numerous industry platforms including LAMP and numerous NAIFA annual meetings