Financial RepresentativeCollin Molisee
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Primary Location:
This is where I work and meet with clients.
N16w23217 Stone Ridge Dr
Ste 120
Waukesha, WI 53188
US

Helping people make confident financial decisions starts with understanding what matters most to them. I believe every financial strategy should begin with a conversation, not a product recommendation. That's why I take the time to listen, ask thoughtful questions, and learn about your goals before developing solutions that fit your unique situation.

I graduated from Carroll University with a bachelor's degree in business economics and a minor in leadership, while also playing colligate baseball. Those experiences taught me the value of preparation, discipline, and teamwork – qualities I bring to every client relationship. Along with my life and health insurance licenses and continued securities education, I take a well-rounded approach to helping individuals and families protect what they've built while planning for the future.

I primarily work with young professionals, growing families, and individuals preparing for retirement. Whether you're looking for insurance, retirement planning strategies, annuities, Medicare solutions, income protection, or financial guidance designed to help protect your family's future, my focus is on finding solutions that align with your goals, not simply recommending one-size-fits-all approach. Through Mutual of Omaha and our network of trusted insurance and financial providers, I have access to a broad range of products, giving me the flexibility to recommend solutions based on what's right for you rather than being limited to a single company or product lineup.

I proudly serve clients throughout Waukesha and Milwaukee counties, including Brookfield, Waukesha, Sussex, Pewaukee, and Delafield, and regularly working with clients in the La Crosse area as well. Outside of the office, you'll find me golfing, staying active, or spending time with family and friends

Do you have a question? I'm here to help.
Get Your Financial Fitness Score

Financial RepresentativeCollin Molisee

Helping people make confident financial decisions starts with understanding what matters most to them. I believe every financial strategy should begin with a conversation, not a product recommendation. That's why I take the time to listen, ask thoughtful questions, and learn about your goals before developing solutions that fit your unique situation.

I graduated from Carroll University with a bachelor's degree in business economics and a minor in leadership, while also playing colligate baseball. Those experiences taught me the value of preparation, discipline, and teamwork – qualities I bring to every client relationship. Along with my life and health insurance licenses and continued securities education, I take a well-rounded approach to helping individuals and families protect what they've built while planning for the future.

I primarily work with young professionals, growing families, and individuals preparing for retirement. Whether you're looking for insurance, retirement planning strategies, annuities, Medicare solutions, income protection, or financial guidance designed to help protect your family's future, my focus is on finding solutions that align with your goals, not simply recommending one-size-fits-all approach. Through Mutual of Omaha and our network of trusted insurance and financial providers, I have access to a broad range of products, giving me the flexibility to recommend solutions based on what's right for you rather than being limited to a single company or product lineup.

I proudly serve clients throughout Waukesha and Milwaukee counties, including Brookfield, Waukesha, Sussex, Pewaukee, and Delafield, and regularly working with clients in the La Crosse area as well. Outside of the office, you'll find me golfing, staying active, or spending time with family and friends

Primary Location:
This is where I work and meet with clients.
N16w23217 Stone Ridge Dr
Ste 120
Waukesha, WI 53188
US

Protect Your Kingdom

I'm here to help you protect what matters most

As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

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