Carleen Dunagan is a Senior Wealth Advisor for the Willamette Valley and Central Coast regions. Carleen focuses on advising clients through their specific financial goals by presenting them with a full financial plan and product options.
With an extensive background in insurance, Carleen’s particular area of focus is on long-term care financial planning. Carleen believes in creating trusting, reliable relationships with her customers and strives to establish and maintain them through generations.
Carleen brings years of experience to her position, working in various areas including insurance, variable life, securities, and now advising. Carleen has previously volunteered at several community and volunteer organizations including Rotary, Family Building Blocks, and the Humane Society.