People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

“I’m thrilled to support a team that strives to provide high-quality services to our clients.”

Vicki Bauer

Executive Assistant

Back To Bios

As an Executive Assistant, Vicki draws on her excellent attention to detail and interpersonal skills to support the day-to-day agenda of Max Haspel, Principal and Senior Wealth Advisor of The Colony Group. She also assists a team of wealth advisors with other general office support functions.

Prior to joining The Colony Group, Vicki worked as an executive assistant for a bond insurance firm. She is a member of the Project Management Institute and is currently studying to earn the Certified Associate in Project Management certification.

She earned her Bachelor of Science in General Studies from St. Joseph’s College. Outside of the office, Vicki enjoys playing the piano, gardening, reading, and spending time with friends and family