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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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Terry Murphey is a long time financial planner. He is the Co-founder of Future Planning Systems. Terry is retired but still is involved in the business and allows us to lean on his expertise when we need it. Terry holds a Bachelor of...

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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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Jeff brings a wealth of knowledge to our team from his experience in finance, business management and information technology. Jeff leads our firm’s Retirement Services team and understands how to make complex retirement plans...

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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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Max Kessler

Financial Planning Assistant to Dave Horton & Terry Murphey

541-485-0276

Max joined Future Planning Systems in 2013 as the Financial Planning Assistant to Dave Horton but he is no stranger to financial planning. Max understands this business well and is a valued part of our team. A native of New York, he’s...

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McKayla Babcock

Financial Planning Assistant to Jeff Hill & Mary Lopez

541-485-0276

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 Branch Manager - 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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Sylvia Ash

Financial Planning Assistant to Luke Dickson

541-752-0647

Sylvia joined our team in 2003 and works as Luke Dickson’s assistant. We would have a difficult time without Sylvia’s years of administrative experience. Sylvia plays a central role in taking care of our client’s needs on a day-to-day...

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Carol Osterberg

Oakway Branch Manager – Financial Advisor

541-686-4353

Carol left a 17-year career with the Social Security Administration to help individuals, families and small business owners as a financial planner. In her former career Carol realized how many people were not prepared to face the life...

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