For over thirty-five years the Oregon Wealth Management team has worked with individuals and small business to help protect and grow their wealth. We are committed to being your trusted advisors providing greater financial confidence in a changing world.

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

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

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For over thirty-five years the Oregon Wealth Management team has worked with individuals and small business to help protect and grow their wealth. We are committed to being your trusted advisors providing greater financial confidence in a changing world.

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Advisory Board