2013 BOARD OF DIRECTORS
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Jamie Bosse, CFP®
President
Key Private Bank
1211 SW Fifth Ave, Suite 560
Portland, OR 97204
(503) 790-7636
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Ted Haley, CFP® AIF®
President Elect
Advanced Wealth Management
10220 SW Greenburg Rd, Suite 210
Portland, OR 97223
(503) 452-9300
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Benjamin Gilbert, CFP®
Chair of the Board
Silver Oak Advisory Group
1130 SW Morrison St Ste 610
Portland, OR 97205
(503) 242-1715 |
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Jennifer Currin Gutridge
Secretary
McGee Wealth Management
12455 SW 68th Ave
Portland, OR 97223
(503) 597-2222 |
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Tom Russell
Treasurer
Guild Mortgage Company
29100 SW Town Center Loop W, Suite 100
Wilsonville, OR 97070
(503) 887-9486
www.LenderTom.com
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Jennifer De Thomas
Pro Bono Director
Financial Planning Day Chair
New Outlook Financial, LLC
813 SW Alder Street Suite 830
Portland, OR 97205
(503) 421-6385 |
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Kris Tent
Sponsorship Director
Security 1 Lending
4800 SW Meadows Rd #300
Lake Oswego, OR 97305
(503) 892-1054
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Jacob Becker
Government Relations Chair
Portland Private Wealth Management
537 SE Ash St
Portland, OR 97214
(503) 880-9848
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Marc Kadomatsu
Co-Membership Director
The Partners Group
11740 SW 68th Parkway, Suite 200
Portland, OR 97035
(503) 726- 5738
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Rich Dougall
Co-Membership Director
Northwest Wealth Advisors
0605 SW Taylors Ferry Road
Portland, Oregon 97219
(503) 914-4494
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Scott Maxwell
Monthly Programs Director
The H Group
3395 SW Garden View Ave
Portland, OR 97225
(503) 292-5853
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