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
Registered Representative, LPL
Financial
m.cabanilla@lpl.com
541-322-5745
Marc is a financial advisor based in Bend, Oregon—originally from Utah. After graduating from Utah State University with a degree in Economics, Marc has been dedicated to personalized financial planning and investment advice since 2016.
When he's not working, enjoys the great outdoors, often hiking and golfing. But his greatest joy comes from spending time with his family. He is married to his wife Lyndsey and is a proud father of three daughters.
Marc's commitment to his work is unwavering. He holds Series 7, Series 66 with LPL Financial, life, and health insurance licenses, providing skilled guidance to navigate financial complexities with integrity and dedication.
Shannan Brennan
Coordinator—Sales Assistant
shannon.brennan@lpl.com
541-322-5745
Shannon possesses a diverse background in both the medical field and finance, demonstrating adaptability and a broad skill set.
Her current role as the department coordinator allows her to leverage her expertise to provide exceptional assistance to clients.
With roots in Bend and a college education from Montana State University, Shannon embraces a love for the outdoors, enjoying activities such as gardening, skiing, hiking, and boating with friends and family.
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.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.