Brenna Baucum, CFP®, CTS™️ | Owner, Lead Planner

Brenna Baucum founded Collective Wealth Planning to help individuals and families align their finances with what matters most. With over a decade of experience, Brenna has cultivated enduring client relationships, many spanning her career. Her values of growth and connection shine through in her thoughtful approach to financial planning, helping clients make meaningful decisions that create a lasting impact.

Her commitment to community is evident in her financial seminars and volunteer work, which has earned her honors, such as the Financial Planning Association’s Volunteer of the Year Award and the Salem Chamber Outstanding Young Professional Award.

Brenna has called Salem home since 2007, where she lives with her husband and daughter. After a serendipitous meeting on a flight in 2008, she and her husband were married on New Year’s Eve a few years later, welcoming their daughter on St. Patrick’s Day 2017. Their family loves making holidays extra special, creating memories that reflect the same joy and connection Brenna brings to her work.

Camila Shimizu | Client Services Associate

Camila is our dedicated Client Services Associate with extensive experience in the financial services industry. She assists with the firm’s operational and administrative tasks, such as opening new accounts, scheduling and preparing for meetings, and handling other client requests. Originally from Brazil, Camila is fluent in English, Portuguese and Spanish. Her strong work ethic and proactive approach allow her to provide exceptional service and support to clients. Outside work, Camila enjoys spending time with her fur-less cat, DeeDee, attending concerts, and visiting theme parks.