Broker Check

Team

Monica Osborne, CPA/PFS

CPA & Financial Advisor

(541) 505-9896

[email protected]

With 20 years of experience in the financial services industry, Monica Osborne is a seasoned Certified Public Accountant (CPA)/Personal Financial Specialist (PFS) with the CorLux Financial team. Monica is a Certified Kingdom Advisor...

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Colleen Wallace, CPA

CPA & Financial Advisor

(541) 505-9896

[email protected]

Colleen Wallace, a Certified Public Accountant (CPA) and Certified Kingdom Advisor (CKA), has worked in the financial services industry for 10 years, joining the CorLux Financial team in 2014. An alumni of University of Oregon...

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Ann Giles

Client Service Manager

(541) 505-9896

[email protected]

Ann graduated from the University of Oregon with a Bachelor of Arts in English in 1990 and joined our team in 2009. Ann takes great pride in providing prompt and impeccable service for our clients. If you have a questions about your...

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Jacelynn Bruce

Client Services Manager

541-505-9896

[email protected]

Jacelynn just recently joined the CorLux Financial team in 2018. Prior to CorLux Financial, Jacelynn was an Investment Advisor Representative at J.R. Young, P.C. Before working for J.R. Young, PC, she worked in the preschool center...

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Matt Mathiesen

Client Relationship Manager

541-505-9896

[email protected]

Matt joined the CorLux Financial team at the beginning of September and looks forward to engaging clients and providing a streamlined experience for them. He graduated from the University of Oregon with a B.S. in Economics in 2010...

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