Shawn Carlson

Umpqua Bank Home Lending

Helping women and their families turn their money into lasting wealth. Successfully navigating a life transition that involves money can be as much about untangling the knot of emotion (and the maze of documents) as it is about getting the technical guidance to invest with confidence. As your advisor, our job is to help you find clarity in your current financial situation so that you can focus your time and energy on the things that bring you joy.