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EUGENE BANK TOWER800 WILLAMETTE STREET
Learn more about an advisor’s background on FINRA’s BrokerCheck
Sr Resident Dir - Wealth Mgmt
Senior Vice President
Wealth Management Advisor
Reg Senior Client Associate
Randall J. Collis, CIMA®Senior Vice President - Wealth ManagementSr. Resident Director - Wealth ManagementRandall has been serving qualified and non-qualified retirement plan clients his entire career. He received a BA in Business Administration & Financial Services from Oregon State University. He joined Merrill Lynch in 1996 and has over 26 years of investment industry experience as a wealth management advisor. During his career Randall has developed a niche focused on physicans, business owners and retirees. He is a member of the Investment Management Consultants Association and Western Pension and Benefits Conference. Randall currently serves as the Board Chairman for The John G. Shedd Institute for the Arts, a non profit community arts organization he helped develop in 1992. He is married, has three children, enjoys golf and is an active road cyclist.Casey A. McCright,CFP®, CRPC®Wealth Management AdvisorCasey McCright started his financial services career in 2008 and has been a Wealth Management Advisor with Merrill Lynch since 2010. As part of his commitment to excellence in serving clients, Casey McCright is a CFP® certificant and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Casey received his BS in Business & Economics at the University of Oregon. While living in Denmark, he studied Economics & Finance at The Copenhagen Business School. Casey and his wife love the outdoors and are avid athletes. They spend free time together with their black lab training for and participating in trail ultra-marathons, Ironmans and road cycling
Anne SchrenkRegistered Senior Client AssociateAnne began her career at Merrill in 1983 as a sales associate in the Portland, Oregon office. She has been in the Eugene office since 1986 & worked as Randall Collis’ assistant since 1996. She is fully licensed and actively works with our client base. A mother of two, Anne enjoys spending time with her family. She loves to golf and challenges herself by taking up new fitness routines like kick boxing.COLLIS WEALTH MANAGEMENT GROUP MISSION STATEMENTWe are an experienced team of professionals that provide relationship based wealth management services to select groups of affluent clients.Our goal is to enhance each client's present and future quality of life by preserving their significant core assets and earning above average rates of return commensurate with their stated tolerance for risk.Through our commitment to professional excellence, we strive to be recognized as wealth management advisors who provide high quality service and financial advice.Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Randall Collis is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Casey McCright is registered to do business in : AZ, CA, NC, NJ, NV, NY, OR, SC, SD, TX, WA, WI
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