Colleen Heon
Managing Director, Bill Pay
Finance & Risk Management
Portsmouth, NH
As Managing Director of Bill Pay, Colleen works closely with clients and leads a team of dedicated bookkeepers focused on household bill administration and insightful reporting. She brings rigor and clarity to complex personal finances, ensuring accuracy, transparency, and a high level of service across every detail.
Colleen is driven by helping clients reclaim time and reduce day‑to‑day financial burden without sacrificing control. Through centralized bill administration, comprehensive oversight, and clear visibility into personal spending, she enables families to feel organized, informed, and confident in their financial lives.
Experience
- 15+ years serving ultra‑high‑net‑worth families
- Chief Financial Officer at Lake Street Advisors for two years prior to its acquisition by SCS in 2025
Education
- University of New England
- McIntosh College
Beyond SCS
Colleen lives in New Hampshire with her husband. She enjoys cooking, tropical vacations, and spending time with family at Great East Lake during the summer months.
