Broker Check

 

Team

We are a full-service financial firm committed to helping people pursue their financial goals. Our consultants offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work toward them by our providing sound financial information.

 

Marcy Haines, CFP®

LPL Financial Advisor

541-523-0900

541-523-5290

Marcy brings over 30 Years of experience assisting clients in working towards their financial goals. She is passionate about working with and inspiring people to,.. (click on photo or name for more info).

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Christina White

Operations Manager

541-523-0900

541-523-5290

Christina works with clients on all aspects of the financial planning process. She enjoys working with Millennials and gen Xer’s, creating life plans (continues ...)

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Wes Price

Research Coordinator

541-523-0900

541-523-5290

Wes Price's focus is on improving our overall client experience. He does this through researching and assisting Marcy with technical and fundamental analysis. He also spends time focusing on 401k plans, strategic planning, and...

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Colleen Taylor

Director Of First Impressions

541-523-0900

541-523-5290

Colleen Taylor is the Director of First Impressions at Vision Wealth Management Inc. Colleen greets clients, answers the phone, schedules appointments, helps plan client events, and maintains special contact with clients. Colleen is a...

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