Colette Kopp serves as Director of Client Relations at Retirement Refined, where she brings a warm, relationship-focused approach to supporting clients and helping ensure the office operates smoothly and efficiently.
Colette joins Retirement Refined with nearly six years of experience in the Private Wealth Management industry, having previously worked with Ameriprise Financial in a high-touch client service and operations role. Throughout her career, she has been trusted to support advisors and clients with everything from scheduling and account servicing to operational coordination and resolving time-sensitive client issues.
Known for her responsiveness, professionalism, and attention to detail, Colette takes pride in making clients feel comfortable, supported, and cared for throughout every interaction. She has extensive experience helping clients navigate paperwork, service requests, account-related questions, and the day-to-day details that help create a seamless client experience.
In addition to her client service background, Colette is highly organized and experienced in managing behind-the-scenes operational processes and technology systems that keep a wealth management office running efficiently. Her ability to combine technical problem-solving with genuine personal connection makes her an invaluable resource for both clients and the Retirement Refined team.
Outside of work, Colette enjoys spending time with her daughter, partner, and their dog, Julie. She also enjoys staying active through tennis and fitness, attending Phillies games and country concerts, traveling, and supporting the Ronald McDonald House Southern New Jersey Pull Tab Program.
