Collene Bragg

Collene Bragg: Administrative Assistant, brings valuable experience in providing exceptional support and efficient customer service.  Experienced in working with CPA’s, Wealth Management Advisors, and Healthcare Professionals,  Collene has over 25 years in building enduring relationships and delivering superior service.  Collene is dedicated to meeting the unique needs of clients and assisting both customers and staff. 

Outside of her professional life and as a native of Oregon,  Collene leads a fulfilling personal life.  A proud grandma, mom and wife , she finds joy in supporting the University of Oregon Athletics, hitting the golf course, and exploring the beauty of our State. Creating a good work life balance and participating in local events connects Collene to the community and the clients we serve.

Collene is an integral part of the wealth management team, consistently going above and beyond to provide exceptional service and support to clients and colleagues alike. Her dedication, experience, and personal interests make her a well-rounded professional who is truly committed to delivering excellence in every aspect of her work