Meet Bracken
As a part of the Wealth Management team, my mission is to help people on their financial journey toward a prosperous future. Clients come to us with a wide range of needs, and I partner with their advisors to assist them in helping them achieve their goals.
Our team’s focus extends beyond just helping clients succeed; we are also committed to supporting the well-being of the community. That’s the credit union difference and a key reason why I’m proud to be part of OCCU. When choosing a partner for your financial journey, why not select one that prioritizes both your portfolio and the community’s health and vitality?
Outside of work, I enjoy spending time outdoors with my dog, Ziggie.
Bracken Sheets 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.