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 (CKA) as well, with her background education in Business from the University of Washington. She started her career as a CPA with Deloitte, and thus began her tax expertise, going on to serve in numerous finance and CFO positions at privately owned firms.
After becoming a mother and taking a few years off to care for her children, Monica found her true calling in providing holistic financial planning to families with a personal touch.
Today at CorLux Financial, she can help you tackle anything from integrated tax and financial planning to tax-conscious wealth strategies and charitable gift planning. Monica is most passionate about helping transform clients’ fear and uncertainty into confidence as she helps them take charge of their financial planning. Like the entire team at CorLux Financial, Monica has a professional yet fun demeanor which makes her an absolute joy to work with!
Monica has jumped from city to city having lived in Vancouver and Seattle, Washington; Boise; and Phoenix before settling in Eugene for the past 15 years with her husband, Tom, a recently retired football coach for the University of Oregon Ducks. They have a son who coaches football at the University of Washington, and their daughter is a recent graduate from Azusa Pacific University.
Monica enjoys staying active in the Christian community where she’s involved in Young Life and the University Fellowship Church. She’s an active gal in general as well, and loves traveling, boating and snow skiing!