Colene Sherman

Colene joined Ascend Wealth Partners (formerly Retirement Planning Group) in December 2006, bringing with her prior experience as an insurance agent with New York Life. As Practice Manager, she plays a pivotal leadership role within the firm and serves as the direct contact for VIP client relationships while overseeing all aspects of client service.

Her responsibilities include managing daily practice operations, onboarding and training staff, providing notary services, and supporting the overall client service experience. Colene is passionate about delivering concierge-level support, ensuring a seamless client experience, facilitating the investment review and implementation process, and maintaining quality assurance for both clients and the practice.

Colene has successfully completed the FINRA Series 6 (Investment Company/Variable Contract Products) and Series 63 (Uniform Securities Agent State Law) examinations.

She lives in Eugene with her husband, Matt. Together they have three adult children—one of whom serves as a Financial Planner with Ascend Wealth Partners—and three grandchildren. Outside of work, Colene enjoys cooking, gardening, country music, and spending time with her family.

Fun Facts: 

• What is your ideal vacation spot? 

Really anywhere my family is, but I love a good tropical beach trip!

• Favorite sports team or hobby? 

I'd have to say my favorite hobby is the creative aspect of party planning, followed closely by gardening. 

• What was your first job? 

My first job was at the age of 15 at Frosty's Frozen Yogurt.         

• What do you most enjoy about working at Ascend Wealth Partners?

I absolutely love the people I work with, both our team and clients alike. I am passionate about personal connections and feel blessed to be able to be of service to others, while making an impactful difference in their lives.