Colleen Weber CPA, LLC

Colleen Weber is a CFP® and Series 65 credentialed advisor with nine years of industry experience. She operates Colleen Weber CPA, LLC, a firm she has been affiliated with since 1998. The firm provides personalized financial planning and discretionary investment management alongside tax planning, income tax preparation, and small-business consulting services. Colleen Weber CPA, LLC serves individuals, trusts, estates, and small businesses, developing documented investment policies and managing diversified portfolios primarily with no-load mutual funds and ETFs. The firm combines accounting and investment advisory services, offering ongoing tax preparation and planning alongside discretionary asset management, and negotiates advisory fees directly with clients rather than using percentage-of-assets fees.

Olivia Knapp is a financial advisor at Colleen Weber CPA, LLC with a Series 65 designation and two years of industry experience. Prior to joining her current firm, she worked at O'Meara Leer Wagner Kohl and has experience in legal and corporate environments, including the Carver County Attorney's Office and Donaldson Company. Colleen Weber CPA, LLC is a CPA-based registered investment adviser that provides personalized financial planning, discretionary investment management, tax planning, and small-business consulting to individuals, trusts, estates, and small businesses. The firm combines ongoing tax preparation and planning with advisory services, managing diversified portfolios primarily through no-load mutual funds and ETFs on a discretionary basis.