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
FPS Co-Founder
(541) 754-6393
Kevin Horton
LPL Financial Advisor
(541) 485-1678
Luke Dickson
FPS Vice President
LPL Financial Advisor
(541) 754-6393
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...
Mark Lerfald
LPL Financial Advisor
(541) 485-1678
Mark began his career as a trusted advisor in 1984 and holds with LPL the Financial Series 7, 63, and 65 registrations from the Financial Industry Regulatory Authority (FINRA). Mark is also General Securities licensed and is an...
Mary Lopez
FPS President
LPL Financial Advisor
(541) 485-1678