Luan Dollens

Operations Manager
503.414.7544
luan.dollens@mfin.com

Luan Dollens joined M Wealth as Operations Manager in August 2006.  In this role, Luan coordinates and facilitates the delivery and ongoing support of M Wealth products and services to Member Firms. She brings to the role a strong and diverse 16-year history in the financial services industry.

Prior to joining M Wealth, Luan worked for Arnerich Massena & Associates, delivering quality operations support to private and corporate clients.  In this capacity, she worked with a variety of custodians, placing client investments into a wide range of global products.  Prior to this, Luan worked for U.S. Bancorp Investments for over 13 years.  In her last position as compliance examiner, she examined and trained new financial representatives.  While at U.S. Bancorp, Luan held positions including that of principal supervisor, managing retail brokerage representatives and offices; she also served as an investment executive, selling retail financial services to bank customers.

Luan earned a B.S. in finance with a minor in economics from Portland State University.  In addition, she has passed the FINRA Series 7 and Series 24 examinations.