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Team

At Future Planning Systems, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Dave Horton understands financial planning and what it means to his clients. He should, he started managing money for clients in 1983 and obtained his CERTIFIED FINANCIAL PLANNER ™ certification in 1986. Here are some facts about...

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Mark began his career as a trusted advisor in 1984. Mark holds a Series 7 and 63 license from the Financial Industry Regulatory Authority (FINRA). Mark is also General Securities licensed and is an Investment Advisor Representative...

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Mary started financial planning professionally in 1999. After several years as a financial planning assistant and compliance specialist, she earned her Financial Industry Regulation Authority (FINRA) Licensing. Mary holds a series 7...

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McKayla started with our team in 2012 as our Office Administrator. The care she shows for each of our clients and her attention to detail was quickly noticed by all. In 2014, she became a Financial Planning Assistant. We don’t know...

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In 2014 Brenda joined the Future Planning Systems team. Brenda's professional background and dedicated years of experience make her a welcomed addition to our team. Brenda is the first face you see when you visit our office and often...

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Luke Dickson

Corvallis LPL Branch Manager - LPL Financial Advisor

541-752-0647

Luke Dickson manages our Corvallis Branch and although 45 minutes away, he and his team are very much a part of the Future Planning Systems Family. Luke entered the financial planning field in 1999 and holds a series 7 and 63 license...

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