Kolleen Schocke serves as Vice President of Regional Practice Management at SageView Advisory Group, based in the firm’s Birmingham, MI office. With over 20 years of experience in marketing and operations within the financial services industry, she plays a key role in driving operational efficiency and enhancing client experience across the region.
Before joining SageView, Kolleen was the Director of Marketing & Operations at Bloomfield Hills Financial, an independently owned wealth management firm.
Kolleen earned a bachelor’s degree in journalism from Central Michigan University. Outside of work, she enjoys spending time with her husband, Greg, and their two children, Patrick and Natalie. She also loves reading, traveling, and volunteering with local organizations.