Colleen Heon is the Client Service Manager at Lake Street Advisors. She provides bookkeeping services to several clients and manages the Bill Pay team. Colleen is responsible for working with clients and vendors to ensure timely payments, providing quarterly reporting, and leading a team that delivers outstanding service to clients with little interruption to their busy lives.
Prior to joining Lake Street in 2011, Colleen worked for seven years at The Kane Company in Portsmouth, NH, where she was a Staff Accountant before being promoted to Property Manager. In these positions, she was responsible for monthly reporting, A/P, A/R, payroll, and managing 500,000 square feet of commercial office space.
Residing in New Hampshire all her life, Colleen attended the University of New England in Biddeford, ME, and McIntosh College in Dover, NH, where she earned her degree in accounting. Colleen and her husband, Steve, can be found traveling New England to cheer on their two daughters as they compete in volleyball tournaments and track meets fall through spring. Summer is all about time at the lake on their pontoon boat with family and friends.