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Dallas Branch

Local Experts and Services



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Angelique C Jarman VP, Market Manager
phone: 503-399-2944
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Gerard Graveline VP, Branch Manager
phone: 503-623-9281
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Carleen M Dunagan VP, Senior Financial Advisor
phone: 503-399-3963

Carleen Dunagan is a Senior Financial Advisor for the Willamette Valley and Central Coast Regions. Carleen focuses on advising clients through their specific financial goals by presenting them with a full financial plan and product options.

With an extensive background in insurance, Carleen’s particular area of focus is in long term care financial planning. Carleen believes in creating trusting, reliable relationships with her customers and strives to establish and maintain them through generations.

Carleen brings years of experience to her position, working in various areas including insurance, variable life, securities, and now advising. Carleen has previously volunteered at several community and volunteer organizations including Rotary, Family Building Blocks, and the Humane Society.

1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org.
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Trisha K McDonald AVP, Residential Loan Officer
phone: 503-266-7678 other: 971-264-8736

As a mortgage loan consultant, Trisha provides residential mortgage lending expertise to customers in the Southwest Oregon region. Her clients come from a range of local communities such as Canby, Woodburn, Molalla, Silverton and Newberg.

Trisha believes that being open, honest and providing each client personalized attention makes for the most successful loan process. No two clients are the same, and with nearly 10 years of experience, Trisha believes building and maintaining trusting relationships is the cornerstone of her position.

Trisha currently volunteers her time to the Canby Booster Club and Canby youth football, lacrosse and basketball teams.

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Ron Welter AVP, Retail Relationship Officer
phone: 503-399-2954
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