Advisory Board

  Our Advisory Board is comprised of individuals with enterprenarial, marketing, tax, accounting, and management expertise. They are volunteers who want to continue the success of Oregon Wealth Management and our clients by providing their combined expertises.

Meetings are held throughout the year with this group and involve strategic planning, economic, tax, financial planning, business development, and best practice solutions. Our Board members: 

Gazell Pettway

Priscilla Ross

Dave & Sandy Shultheis

David Peterson 

Ray Sagner

Lexi Stangel

 

*Advisory Board members are not affiliated with the Securities America companies, and do not have access to client files.