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Team

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Monica Osborne, CPA/PFS

CPA & Financial Advisor

(541) 505-9896

monica@osborneassoc.com

Monica is the founder of Osborne & Associates and brings a broad range of experience towards helping clients plan and manage the financial aspects of their lives. Monica graduated with a Bachelor of Science in Business from the...
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Colleen Wallace, CPA

CPA & Financial Advisor

(541) 505-9896

colleen@osborneassoc.com

Colleen graduated in 2007 from the University of Oregon with a Bachelor of Science in Accounting and a minor in Computer Information Technology. Prior to joining our team in 2014, she worked in public accounting, focused primarily on...
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Ann Giles

Client Service Manager

541-505-9896

admin@osborneassoc.com

Ann graduated from the University of Oregon with a Bachelor of Arts in English in 1990 and joined our team in 2009. Ann takes great pride in providing prompt and impeccable service for our clients. If you have a questions about your...
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