Board of DirectorsJuly 1, 2022 - June 30, 2023 |
President | Jason Douthit, Attorney Schwabe, Williamson, Wyatt 2 year term (2nd year) | ![]() |
President-elect |
Greg Jones, Director of Operations
Professional Benefit Services 1 year term (1st year) |
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Treasurer |
Kristin Osorio, CPA 2 year term (2nd year) |
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Secretary |
Jennifer D. Elder, Shareholder 2 year term (1st year) |
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Spring Seminar Chair |
Abbey Hendricks, Assistant Vice President, U.S. Health Solutions Legal Consulting Group 2 year term (1st year) |
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Member at Large |
Mike Walters, Managing Consultant, Shareholder
The Partners Group 2 year term (1st year) |
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Member at Large |
Chris Wolfe, AIF, QPFC, APA, Retirement Plan Consultant 2 year term (2nd year) |
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Member at Large |
Patricia Lambe, CPA
Moss Adams 2 year term (2nd year) |
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Member at Large |
Jake O'Shaughnessy, CFA, Managing Director
SageView Advisory Group joshaughnessy@sageviewadvisory.com 2 year term (2nd year) |
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Member at Large |
Gabrielle Hansen, Attorney
Stoel Rives 2 year term (1st year) |
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Member at Large |
Phil Sherman, CFP®, CPFA®, Advisor 2 year term (1st year) |
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Member at Large | Kevin Spaeth, National Accounts Director - TPA Empower 2 year term (1st year) | |
Executive Director |
Bridget Davidson
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