Board of Directors Mid-Winter Conference
Sept CE Symposium
Chapter Staff Public Relations
Membership Monthly Meetings
Government Affairs Sponsorship
Professional Development



Board of Directors
Mai-Han Shultz, FLMI
President

Lincoln Financial Advisors
9400 SW Barnes Road, Suite 400
Portland, OR  97225


503-265-5528

Dan Foster, CFP, CPA
President-Elect

Ameriprise Financial
15609 SE Mill Plain Blvd Ste. 100
Vancouver, WA 98684


(360) 883-2623

Robert Rockwell, CFP®, MS
Board Chair

CCB Financial Services
PO Box 38
Sandy, OR  97055


503-668-2530

Raymond Rowntree, CFP®, CPA/PFS
Treasurer

Brown/Armstrong
2177 SW Main Street
Portland, OR  97205


503-221-1776

James Titus
Director of Professional Development, Pro Bono Director

Titus Financial, Inc.


Becky H. Salsburg, CFP®
Public Relations Director

Becky Salsburg, CFP
17986 Saint Clair Dr.
Lake Oswego, OR 97034
(503) 638-7818

Brent Hamilton, CFP®
Secretary

KMS Financial Services, Inc
4500 SW Kruse Way, Suite 100
Lake Oswego, OR 97035


(503) 699-9200

John T. Carr, JD
Government Affairs Director

Carr & Schwartz, LLP
PO Box 249
Lake Oswego, OR  97034


503-635-5244

Bruce Miller CFP®
Director At Large

Bruce Miller Financial Services
5008 NW 141st Street
Vancouver, WA  98685


360-546-0759

Stephanie Moersfelder, CFP
Membership Director

Moss Adams Wealth Advisors
805 SW Broadway Suite 1200
Portland, OR 97205


503-478-2239

Douglas Everett, CFP
Sponsorship Director

1133 NW 11th Ave. Suite 701
Portland, OR 97258


503-552-1464

 

FPA of Oregon & SW Washington
  Mailing: PO Box 2126, Salem, OR 97308 • Office: 3340 Commercial St. SE, # 210 Salem, OR  97302
503-286-8350  •    admin@fpa-or.org
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