Meet Your Team
Get to know your wealth management professionals. If you are interested in learning more about our services and investing in your future, contact us for a no-cost, no-obligation appointment—our door is open.
Marc Cabanilla
Financial
Advisor
m.cabanilla@lpl.com
541-322-5745
Marc has been dedicated to personalized financial planning and investment
advice since 2016. He graduated from Utah State University with a degree in Economics, and holds
Series 7, Series 66 with LPL Financial, life, and health insurance licenses. Providing skilled
guidance to navigate financial complexities with integrity and dedication. Marc’s commitment to
his work is unwavering. When he is not working he
is enjoying the great outdoors with his
wife and three daughters.
Shannon Brennan
Financial
Advisor
shannon.brennan@lpl.com
541-322-5745
Starting at Mid Oregon Wealth Management, Retirement and Investment Planning as the department coordinator, Shannon demonstrates adaptability with a broad skill set backed by years of experience providing exceptional assistance to our clients. She now holds Series 7 and 66 licenses with LPL Financial, life and health insurance licenses. Shannon is excited to support our clients in an expanded capacity–providing personalized recommendations and financial guidance. After work you might find Shannon in the garden or on the slopes.
Brogan McKay
Coordinator
brogan.mckay@lpl.com
541-322-5745
Brogan is passionate about excellent client service and brings years of experience into her role as department coordinator. A graduate of the University of Illinois, she worked for a financial advisory firm where she sharpened her skills as the bridge of communication between clients and their advisors. When she is not working, she enjoys hiking waterfall trails, crocheting, photography and reading.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mid Oregon Credit Union (MOCU) and Mid Oregon Wealth Management Retirement and Investment Planning (MOWM) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MOWM, and may also be employees of MOCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MOCU and MOWM. Securities and insurance offered through LPL or its affiliates are:
|
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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