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) 485-0276

(541) 754-6393

daveh@fps-invest.com

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. Dave holds a Bachelor of...
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Kevin Horton

LPL Financial Advisor

(541) 485-0276

(541) 485-1678

kevin.horton@lpl.com

Financial planning is something that we all find impacting our lives at one point or another and no one person’s situation is the same as the other. Planning is an ongoing relationship that involves intricate implementation and...
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Luke Dickson
FPS Vice President

LPL Financial Advisor

(541) 752-0647

(541) 754-6393

luke.dickson@lpl.com

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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Mark Lerfald

LPL Financial Advisor

(541) 485-0276

(541) 485-1678

markl@fps-invest.com

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...

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Mary Lopez
FPS President

LPL Financial Advisor

(541) 485-0276

(541) 485-1678

maryl@fps-invest.com

I started my financial planning profession in 1999. After several years as a financial planning assistant and compliance specialist, I earned my Financial Industry Regulation Authority (FINRA) Registrations. I currently hold a series 7...
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