Board of Directors



  • President

    Sarah Kordon, CFP®, CRPS®
    Merriman Wealth Management

  • President-Elect

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

  • Treasurer

    Stephen Mallery, CFP®
    Mallery Financial Services

  • Secretary

    Linda Thomas-Bush, CFP®, CTFA®
    US Bank

  • Directors

    Wes Bauer, CFP®
    Charles Schwab

    Locke Bielefeldt, CFP®
    Willamette Wealth Partners