Name: Coleen Kramer Beal
Company: Velnoskey Wealth Management Group at Janney Montgomery Scott LLC
1.) What does your organization do?
The Velnoskey Wealth Management Group provides holistic financial planning, asset management and insurance services. Our vision is to meaningfully enhance the lives and legacies of our clients with trusted, personalized planning and advice.
2.) What was your first job?
McDonald’s in Destin, FL.
3.) How did you choose the field you are in?
It chose me! After college, I was working as a paralegal in a law firm and was invited to apply for the Branch Administrator’s role with our neighbor, Prudential Securities.
4.) What career highlight or accomplishment are you most proud of?
I was the first branch employee to receive the Janney Values Award in 2016.
5.) What is one of your favorite local businesses and why?
I like too many places to have a favorite! I can, however, often be found at Papa Joe’s Mexican Restaurant. The food is super yummy and they employ two of my favorite people (kids #4 and #5)!
6.) What is one of your favorite nonprofits to volunteer with or to support, and why is it important to you?
I’m on the Board of the Marriage and Relationship Education Center (MREC). So many of the struggles we face later in life come from our most personal relationships. I love being part of something that helps equip people with relationship skills.
7.) How do you like to spend your days off?
I could read a good book all day long! My favorite place to read is our backyard, which has a wonderful fire pit swing. It doubles as a great space to just relax and visit with friends or family and throw a ball for our pups.
8.) What book, TV show or podcast would you recommend and why?
I keep a Bible handy for reference and a historical romance for the happy endings, lovable ladies, and men in kilts!
9.) If you had a theme song what would it be?
10.) What is your favorite quote or piece of advice?
Attitude determines altitude!
11.) What do you like about being a Chamber member?
I love the people! This Chamber is all about helping and supporting each other both personally and professionally.