Our Team 2016-12-15T13:53:24+00:00

Our Team

Our engagement gains us the trust of our clients.

This is accomplished through the work we do to gain a clear understanding of our clients’ goals and ambitions.  As your financial advisor, we are always available to consult on day to day financial decisions as well as those articulated in your financial plan.

Kathleen Collins

Kathleen Collins, JD, CRPC, is the principal of Kathleen Collins Wealth Management.   She has been an investment advisor representative since 2001.  Kathy Specializes in investment and retirement planning.  Prior to establishing Kathleen Collins Wealth Management, Kathy held investment executive positions with United Bank’s Wealth Management Group, TD Bank’s Wealth Management Group, and MassMutual Financial Group.

Kathy is active in her fields of interest:

  • Admitted to practice law in Massachusetts
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Western New England University School of Law
  • M. Ed., Springfield College
  • BA., Western New England University
  • Member of the Massachusetts, Worcester and Hampden County Bar Associations; Estate Planning Council of Hampden and Hampshire County. She has been an active member of the Springfield Ski Club Ski Patrol, The Open Space and Recreation Committee of Wilbraham, the Women’s Partnership of the Chamber of Commerce, the Greater Springfield Area of Realtors, and the Parent’s Association of Wilbraham & Monson Academy.

She is the proud mother of Allie, a recent graduate of Wilbraham & Monson Academy.  She is a student at Wellesley College.

Frank Dickert is an administrative executive with Kathleen Collins Wealth Management.  Frank has twenty-three years experience in the securities industry.  He has been dedicated to helping Kathy support her clients since 2010.  Prior to Kathleen Collins Wealth Management, Frank was an executive with United Wealth Management Group, a division of United Bank, and a registered investment advisor with Dean, Witter, Reynolds, (now known as Morgan Stanley).

Frank is a graduate of Rutgers University and an honorary class member of Princeton University class of 1985.

  • General Securities Representative (Series 7)
  • Securities Agent (Series 63)
  • Futures Managed Funds (Series 31)

Frank lives in Hatfield, Ma. with his wife of 32 years, Diane Savino, and their two children, Brielle and Patrick.

Penny Remsen is an executive assistant to the firm.   As a tenured professor and  former chair of the Theater Department at  the University of Massachusetts, Penny brings leadership, organization and excellent interpersonal skills to our client engagements and office administration.

Penny received her B.F.A. from Rockford College and her M.F.A from Temple University.

John Leahy

John Leahy, Esq. of Markey Barrett PC is a trusted partner and advisor to our clients.  John is admitted to practice law in Massachusetts and Connecticut with extensive experience in elder law, estate planning, guardianship, Medicare and Medicaid, and taxation.

John received his B.S.B.A from American International College and his J.D. from Western New England University of Law.

Lady Justice on Dublin Courthouse