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Role and Expertise As the Client Service and Operations Manager for the Wealth Management division at FRS, Colleen is responsible for providing the highest level of ongoing relationship management and customer service to promptly meet the needs of the clients. She prides herself on being a knowledgeable and responsive point of contact. With over 20 […]

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Dawn joined the FRS client services team in 2010. She has over 25 years of experience in the financial services area. Prior to joining FRS, Dawn was a participant services representative for Principal Financial Group Pension Advisory Firm (PACS). Throughout her career, Dawn has served many roles in the retirement plan space; she is currently […]

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Jennifer joined the FRS client services team in 2019 as a Client Relationship Manager. She has over 20 years of experience in the financial services industry and has held various operational roles at The Philadelphia Group, Kathmere Capital, SEI, BNY Mellon and Delaware Investments.  Her attention to detail and always happy to help attitude is […]

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After spending seven years in the Property and Casualty Insurance industry, Darren joined a registered investment advisor in 2008. At this firm, he managed a team responsible for developing investment policies and the corresponding analysis for over 300 qualified retirement plans. Using a variety of tools and third-party software, such as Morningstar Direct and Zephyr […]

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