The FPA of Oregon & SW Washington Board of Directors meets monthly. Current members in good standing are always invited to attend. If you have a specific item for discussion or would like to attend a meeting, please click here to email the FPA office for details.
 |
 |
Traci Nelson, CFP®
President
Advanced Wealth Management
503.452.9300 |
Scott Malbasa, CFP®
President - Elect
Cordant, Inc
503.621.9207 |
| |
|
|
|
 |
|
Ryan Price, CFP®, CLU®, ChFC®, CRPC®, AWMA®
Immediate Past President
AIM Wealth Advisory Group
503.595.9020
|
Johanna Blackwell, FPQP®
Treasurer
Martel Wealth Advisors
360.694.9940 |
 |
|
|
Jessica Porter, RICP®, AIF®
Secretary
BPG Wealth Management
503.654.7676
|
Scott Malbasa, CFP®
Programs Director
Cordant, Inc
503.621.9207 |
 |
 |
|
Tana Thomson, SHRM-SCP, CCP
DEI Director
Vista Capital Partners, Inc.
503.291.4488
|
Matt Zuniga, CRCP®, APMA
Pro Bono Director
AIM Wealth Advisory Group
503.890.0233 |
 |
|
Cara Miller, CFP®
Membership Director
Vista Capital Partners
503.716.2561 |
VACANT
Sponsorship Director
|
 |
 |
Brian Adams
At-Large-Director
University of Portland
971.409.6143 |
Marc Kadomatsu, CFP®, CLU®, ChFC®
At-Large Director
Human Investing
503.905.3100
|
Interested in serving on the FPA Board of Directors? Not sure what board service entails? Let's talk about it!
Please email Judy Summers, FPA Association Manager, to discuss at [email protected]. |
Here's your 2022 FPA Board and Staff working for you
|
