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Colleen Wallace, CPA

Colleen Wallace, CPA

CPA & Financial Advisor

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 team in 2014.

An alumni of University of Oregon with her Bachelor of Science in Accounting, Colleen initially specialized in tax planning and preparation for CorLux Financial clients, before she broadened her expertise by obtaining securities and insurance licenses to provide comprehensive financial planning. She’s well-versed to provide outstanding service in anything from multi-generational family planning to implementing Environmental, Social and Governance (ESG) and Biblically Responsible Investment (BRI) plans. When she’s not in the office helping clients map out their road to financial success, Colleen is either playing sports, piano or spending time with her husband, daughter and two Rhodesian Ridgebacks. She enjoys training her dogs in agility and tracking, as well as staying active with the entire family.

Colleen stays involved in the community as well at the University Fellowship Church and Lane County Ground Search and Rescue.