Colleen McDermid
Executive Operations Officer and Assistant to Phillip Held, CLU & Thomas R. Zugger, CLU, ChFC, CLTC
Domicile State: NY
Colleen is married to her husband Michael they have 4 children, son Adam, daughter Melissa, son Matthew & son Tyler. Colleen is an avid boater, camper and outdoors enthusiast.
Professional Affiliations:
Charter Member Parent Support Group of Lewiston
Professional Accomplishments:
McDermid Financial Group - MassMutual 24 years of dedicated service including 10 as Technology Specialist
2014 Recipient of Buffalo Agency's “Most Courageous Person” Award
Areas of Specialty:
Life Insurance
Business Succession Planning
Long Term Care Insurance
Estate Planning
Retirement Planning
Disability Income Insurance
Education Expense Planning
Wealth Preservation
Executive Compensation
Financial Planning