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Welcome to The WP&BC Portland Chapter

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Board of Directors
July 1, 2023 - June 30, 2024


President
  
Greg Jones, CEO
Professional Benefit Services
gijones@profben.com

2 year term (1st year)


Past
President 
  
Jason Douthit, Senior Associate Attorney
Ferenczy Benefits Law Center
jdouthit@ferenczylaw.com

1 year term (1st year)

 
Treasurer


Kristin Osorio, CPA
Hoffman, Stewart & Schmidt, P.C.
kristin@hss-cpas.com

2 year term (1st year) 


Secretary


Jennifer D. Elder, Shareholder
Perkins & Co.
JElder@perkinsaccounting.com

2 year term (2nd year)

 
Spring
Seminar Chair


Abbey Hendricks, Vice President
U.S. Health Solutions Legal Consulting Group
Aon
abbey.hendricks@aon.com 

2 year term (2nd year)

 

Member at
Large  


Patricia Lambe, CPA
Moss Adams
patricia.lambe@mossadams.com

2 year term (1st year)

 

Member at
Large   


Jake O'Shaughnessy, CFA, Managing Director
SageView Advisory Group
joshaughnessy@sageviewadvisory.com

2 year term (1st year)

 
  Member at
Large 

Gabrielle Hansen, Attorney

2 year term (2nd year)


Member at
Large
 


Phil Sherman, CFP®, CPFA®, Advisor

Deschutes Investment Consulting
phil@deschutesinvestment.com

2 year term (2nd year)

 
Member at
Large
   

Kevin Spaeth, Western Regional Director

PenChecks Trust
kspaeth@penchecks.com

2 year term (2nd year)

 
 Member at
Large 
 


Kyle Hagmeier, Consultant, Retirement Plans

The Partners Group
KHagmeier@tpgrp.com

1 year term (1st year)

 
 Member at
Large 
 

Nicholas Running
Cable Hill Partners

1 year term (1st year)

 
 Member at
Large
  


Michael McMillen, REBC, Assistant Vice President Employee Benefits
USI Insurance Services
Michael.mcmillen@usi.co

1 year term (1st year)

 Executive
Director
 

  Bridget Davidson 

bridget@bridgetdavidsonconsulting.com

 

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

EMAIL:
info@wpbcportland.org

PHONE:  
(503) 928-8780

Address:
1819 SW 5th Ave. #211
Portland, OR 97201

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