Board of Directors
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Mai-Han Shultz, FLMI
President
Lincoln Financial Advisors
9400 SW Barnes Road, Suite 400
Portland, OR 97225
503-265-5528
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Dan Foster, CFP, CPA
President-Elect
Ameriprise Financial
15609 SE Mill Plain Blvd Ste. 100
Vancouver, WA 98684
(360) 883-2623
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Robert Rockwell, CFP®, MS
Board Chair
CCB Financial Services
PO Box 38
Sandy, OR 97055
503-668-2530
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Raymond Rowntree, CFP®, CPA/PFS
Treasurer
Brown/Armstrong
2177 SW Main Street
Portland, OR 97205
503-221-1776
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James Titus
Director of Professional Development, Pro Bono Director
Titus Financial, Inc.
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Becky H. Salsburg, CFP®
Public Relations Director
Becky Salsburg, CFP
17986 Saint Clair Dr.
Lake Oswego, OR 97034
(503) 638-7818
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Brent Hamilton, CFP®
Secretary
KMS Financial Services, Inc
4500 SW Kruse Way, Suite 100
Lake Oswego, OR 97035
(503) 699-9200
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John T. Carr, JD
Government Affairs Director
Carr & Schwartz, LLP
PO Box 249
Lake Oswego, OR 97034
503-635-5244
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Bruce Miller CFP®
Director At Large
Bruce Miller Financial Services
5008 NW 141st Street
Vancouver, WA 98685
360-546-0759
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Stephanie Moersfelder, CFP
Membership Director
Moss Adams Wealth Advisors
805 SW Broadway Suite 1200
Portland, OR 97205
503-478-2239
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Douglas Everett, CFP
Sponsorship Director
1133 NW 11th Ave. Suite 701
Portland, OR 97258
503-552-1464
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