Colette Roo brings more than 15 years of experience in payroll operations, bookkeeping, and client service through her leadership at EDR, Inc. Over the years, she has built a strong reputation for reliability, accuracy, and personalized support while managing payroll and bookkeeping services for businesses with employees across multiple states.

​

Her background in financial organization and operational management has made her a trusted resource for clients who value attention to detail, consistency, and responsive communication. Colette understands the importance of creating efficient systems and maintaining strong client relationships built on trust and dependability.

​

Today, Colette plays an active role in the continued growth of EDR Investment Advisors, transitioning into hands-on client management and operational support within the financial services side of the business. Her experience coordinating day-to-day client strategy, organization, and administrative efficiency helps ensure clients receive a seamless and personalized experience.

​

Known for her detail-oriented mindset and commitment to client success, Colette is passionate about helping support the long-term goals of the individuals and families EDR serves. Her dedication to service and organizational excellence continues to play an important role in the firm’s client-first philosophy.