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
   Matthew Zuniga, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

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