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Colleen Wallace, CFP®, CPA, CKA

Financial Advisor

541-687-2320
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Colleen Wallace, CFP®, a Certified Public Accountant (CPA) and Certified Kingdom Advisor (CKA), has worked in the financial services industry for over 15 years.

An alumnus of the University of Oregon with her Bachelor of Science in Accounting, Colleen initially specialized in tax planning and preparation, before broadening 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 Values Based Investment plans. When she’s not in the office helping clients map out their road to financial success, Colleen enjoys spending time in the beautiful Pacific Northwest with family, as well as volunteering at her daughters’ schools and in her church.

 

Colleen Wallace is a Financial Advisor offering Securities through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.

Education

University of Oregon, Bachelor of Science in Accounting


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