Brenna Baucum, CFP®

Owner, Lead Planner

Brenna Baucum founded Collective Wealth Planning to help individuals and families align their finances with what matters most. With nearly fifteen years of industry 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.

Annalisa Maceda

Contract Client Services Associate

Annalisa is a Client Services Associate who brings a strong background in small business ownership and client-focused service to the financial planning field. After nearly a decade running her own restaurant—named one of Portland’s best by both The Oregonian and Portland Monthly—she successfully navigated the challenges of the pandemic and discovered a deep interest in financial planning. That transition began in 2020 and reflects her long-standing passion for helping others build stability, clarity, and long-term growth.

In addition to hands-on experience in business operations, accounting, and process improvement, Annalisa has worked as a consultant to fellow entrepreneurs seeking to streamline their businesses. These skills now inform her client relationships in the financial space, where she values clear communication, connection, and a relationship-driven approach to service.

She is currently studying toward her CFP® credentials and is excited to continue growing in a field that aligns with her values and long-term goals. Outside of work, Annalisa enjoys exploring Portland’s food scene and spending time with her husband and their dog on long walks around the city.

Brenna Baucum, CFP®

Owner, Lead Planner

Brenna Baucum founded Collective Wealth Planning to help individuals and families align their finances with what matters most. With nearly fifteen years 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.

Annalisa Maceda

Contract Client Services Associate

Annalisa is a Client Services Associate who brings a strong background in small business ownership and client-focused service to the financial planning field. After nearly a decade running her own restaurant—named one of Portland’s best by both The Oregonian and Portland Monthly—she successfully navigated the challenges of the pandemic and discovered a deep interest in financial planning. That transition began in 2020 and reflects her long-standing passion for helping others build stability, clarity, and long-term growth.

In addition to hands-on experience in business operations, accounting, and process improvement, Annalisa has worked as a consultant to fellow entrepreneurs seeking to streamline their businesses. These skills now inform her client relationships in the financial space, where she values clear communication, connection, and a relationship-driven approach to service.

She is currently studying toward her CFP® credentials and is excited to continue growing in a field that aligns with her values and long-term goals. Outside of work, Annalisa enjoys exploring Portland’s food scene and spending time with her husband and their dog on long walks around the city.

Our Affiliations

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Our Affiliations

Behind-the-Scenes Specialists

The following professionals are not employees of Collective Wealth Planning but work independently to provide specialized support that enhances our operations and client experience. While you may not interact with them directly, their expertise helps us deliver exceptional service.

Operations Support

Our operations team works diligently to ensure precision, integrity, and efficiency at every level. Their expertise in helping the business to run well allows the dedicated team to be present with you.

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Anna Dynia

CFO Support
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Jessica Mardock

Compliance Support
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Rigby

Furry Support

Investment Partners

We partner with GeoWealth for ongoing investment management, support, and expertise. Their contributions are integral to delivering high-quality strategies and guidance.

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Jennifer Wing

Chief Investment Officer
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Clifford Schoeman

Chief Platform Officer
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Ivo Ivanov, CFA®, CIPM®

Head of Investment Research
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Rob Gee CFA®

Senior Portfolio Manager
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Stoyan Iliev, CFA®

Investment Research Associate

Our Office

Our office is nestled in the historic Gray Building, a cornerstone of Downtown Salem since 1891, located at the vibrant intersection of State and Liberty Streets. Choosing this beautifully restored space reflects our belief in Salem’s rich history and promising future. Inside, you won’t find imposing furniture or massive desks creating barriers—instead, we’ve designed a welcoming environment that fosters open conversations and connection. We look forward to welcoming you there soon.

Contact Our Office
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Let’s Connect

Have questions?
We look forward to hearing from you.

(503) 476-1142
hello@collectivewealthplanning.com
393 State St. Ste 230
Salem, OR 97301

Want to stay updated with Collective Wealth Planning? Follow us on social media:

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Let’s Connect

Have questions?
We look forward to hearing from you.

(503) 476-1142
hello@collectivewealthplanning.com
393 State St. Ste 230
Salem, OR 97301

Want to stay updated with Collective Wealth Planning? Follow us on social media:

LinkedinYouTube
This field is for validation purposes and should be left unchanged.
Name(Required)