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.
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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