Colette brings a thoughtful, forward-looking approach to tax planning—an approach that goes beyond compliance and focuses on helping clients align their financial decisions with precise long-term goals. As a Tax Advisor at Curio Wealth, she partners with clients to prepare their tax returns thoroughly and consistently with their broader financial portfolio.
She was drawn to Curio’s comprehensive approach, where tax and investment strategies merge. For Colette, the most rewarding part of her work is helping clients better understand their finances and feel confident in the direction they’re heading.
Known for her consistency and attention to detail, Colette approaches her work with care and a commitment to getting it right. She values listening first, so she can understand each client’s situation and explain complex concepts clearly.
Outside of work, Colette enjoys spending time with her significant other, her three children and her horses, playing pickleball, and baking sourdough. She’s an accomplished cutting horse competitor, recently earning Reserve Champion in the $35,000 Non-Pro at the Cotton Circuit.
Her word for the year is courageous: a reflection of her commitment to growth and stepping outside her comfort zone in both work and personal pursuits.
