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OUR TEAM

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies

  • Financial Estate conservation issues

  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?

  • What’s the best approach for college savings?

  • What are the elements of a sound estate strategy?

  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We focus on creating an approach that is designed to address your individual situation.

Kathy Colby

President

Kathy Colby is Founder and President of Financial Independents, Inc. and has over 38 years of experience in the financial services industry. She is the primary advisor for designing client retirement plans, investment strategies, and...

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Mary Schmunsler

Director, Client Services

Mary is the Director of Client Services and is well known by our clients as their primary contact when they need any type of service on their existing accounts. She keeps the office running smoothly and manages the overall internal...

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Marie Hansen

Business Development Specialist

Marie is our Business Development Specialist and oversees everything from new account applications to Marketing and Events. She keeps us on the cutting edge of technology advancements and client interaction tools, which helps us build...

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Angela Pulver

Operations Assistant

Angela is our Operations Assistant working remotely as an independent contractor to support all positions within the company. Prior to joining our firm, she served in various roles within the Mortgage and Banking industry....

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