Meet Kolleen
Kolleen Dunphy began her career in the financial industry after graduating from Cal State Fullerton in 1994 with a Bachelor of Arts in Business, emphasizing Marketing. She initially worked with estate planners, where she honed her skills in client relations and financial planning for high-net-worth individuals. In 1995, she joined forces with John Dunphy, Managing Partner and Senior Wealth Advisor, furthering her professional journey.
Throughout her career, Kolleen has expertly balanced her professional commitments with family life, raising three sons. Her youngest, Luke, is preparing to head to college next year, marking a significant milestone for the family.
In 2025, Kolleen returns to the professional world with renewed energy, stepping into the role of Operations Manager, Client Services Manager at Twin Pines Wealth Management. In this position, her primary focus is on enhancing the client experience. She plays a key role in the onboarding process, guiding clients through the new, comprehensive financial interface as part of the firm’s partnership with Carson and Fidelity. Kolleen’s attention to detail shines as she oversees the administrative aspects of financial advising, including opening and transferring client accounts, preparing thorough client reviews, facilitating clear communication, and gathering valuable feedback to continually improve service quality.
Kolleen is dedicated to ensuring that every client interaction is smooth, educational, and tailored to meet individual needs. Her return to the industry represents a new chapter, where she leverages her deep commitment to client satisfaction to help drive the success and growth of Twin Pines Wealth Management.
