A Wealth of Experience to Guide You Toward Your Goals
Ann White began her career in a bindery, working as an office manager. When the company decided to shut down its retirement plan, she pivoted careers, eventually earning her CFP® certification, as well as other credentials. Decades later, Ann and her team remain passionate about helping clients pursue their ideal retirement and work toward their financial goals.
Make Decisions with Confidence
We believe that understanding your finances is the first step to pursuing your goals. Our team is dedicated to making financial concepts easy to understand. We provide clear, straightforward advice and resources to help you make informed decisions. By improving your financial literacy, we empower you to take control of your future with confidence.
Ann M. White, CFP®
Branch Manager
541-942-8151
Ann Marie White, Certified Financial Planner® and Certified Wealth Strategist®(CWS®), is a Branch Manager for Cetera Advisor Networks and provides investment advice, strategies and solutions to help her clients work toward their financial
Denise Raymond Parent
Office Manager
541-942-8151
Denise Raymond Parent is the Office Manager and is the assistant to Ann White, Branch Manager. Many of you have had the pleasure of speaking with Denise. She joined our team in 1983 after graduating from Business College. Denise wears...
Varc Jones
Registered Representative
541-942-8151
Allen "Varc" Jones is responsible for trading and operations. He is also our internal information technology expert and is responsible for our computer systems. Varc is a valued asset to our Investment team.
