Meet Dagmar
As a wealth management coordinator, I help our advisors and clients implement the financial plans they built together. I love seeing the financial future the client has mapped out, sharing information and working as a team to reach their goal.
My background is in business and office administration, which means I love getting things done — efficiently and effectively. I look forward to meeting you and discovering what goals we can reach together.
In my spare time, I enjoy outdoor activities such as biking, hiking and beachcombing.
Dagmar Conventz is a non-registered assistant to financial professionals offering Investment Advisory Services through PFG Advisors, LLC, an SEC regsitered investment adviser, and Securities through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers.
OCCU Wealth Management, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.