Board of Directors



  • President

    Jesse Coffee, CFP®, CRPC®
    TRUE Private Wealth Advisors

  • President-Elect

    Locke Bielefeldt, CFP®
    Willamette Wealth Partners

  • Treasurer

    Sarah Kordon, CFP®, CRPS®
    Merriman

  • Secretary

    Matt Mathiesen, Jr., CFP®
    Journey Tree Financial Planning & Investments

  • Directors

    Wes Bauer, CFP®
    Charles Schwab