Board of DirectorsJuly 1, 2022 - June 30, 2023 |
| President | Jason Douthit, Attorney 2 year term (2nd year) |  |
| President-elect | ||
| Treasurer |
Kristin Osorio, CPA 2 year term (2nd year) |
 |
| Secretary |
Jennifer D. Elder, CPA 2 year term (1st year) |
 |
| Spring Seminar Chair |
Abbey Hendricks, Attorney 2 year term (1st year) |
 |
| Member at Large |
Mike Walters, Managing Consultant, Shareholder
2 year term (1st year) |
 |
| Member at Large |
Chris Wolfe, AIF, QPFC, APA, Retirement Plan Consultant 2 year term (2nd year) |
 |
| Member at Large |
Patricia Lambe, CPA
2 year term (2nd year) |
 |
| Member at Large |
Jake O'Shaughnessy, CFA, Managing Director
joshaughnessy@sageviewadvisory.com 2 year term (2nd year) |
 |
| Member at Large |
Ras Smith, CPFA, Operations and Education Coordinator
for Retirement Plan Services ras.smith@hubinternational.com 2 year term (2nd year) |
|
| Member at Large |
Gabrielle Hansen, Attorney
2 year term (1st year) |
 |
| Member at Large |
Phil Sherman, CFP®, CPFA®, Advisor 2 year term (1st year) |
 |
| Executive Director |
Bridget Davidson
bridget@bridgetdavidsonconsulting.com |
Western Pension & Benefits Council Portland Chapter
Proud partners with professional accreditations for continuing education
