Peter A. Chamberlain, CLU, ChFC

Peter Chamberlain CLU, ChFC, has been in the financial services business since 1983. Over the years, he's found true joy in educating his clients and equipping them to make financial decisions that help achieve their individual and/or business goals. He currently holds the following FINRA registrations: Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Adviser Law Examination), Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 7 (General Securities Representative). He also has a State of Oregon Life and Health Insurance license as well as Insurance Consultants license. He has completed course work and continues to stay current each year in matters pertaining to the following areas: taxation, estate analysis, investments, retirement planning, employee fringe benefit programs (group employee benefit plans), financial planning and business succession planning. He also holds the following two designations, Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Currently he is a member of the Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA), National Association of Health Insurance Advisors (AHIA), Travel Salem, St. Paul's Episcopal Church, Past President and board member of the Salem Leadership Foundation and past Board Member of the Historic Elsinore Theatre. He was born and raised in Salem, Oregon and is married with two grown children. 

Peter A. Chamberlain, CLU, ChFC is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.  www.sipc.org   Supervisory address: 5885 Meadows Road, Suite 850 Lake Oswego, Oregon 97035. (503) 221-1211. Chamberlain Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC.

Morgan H. Sund

Morgan Sund graduated from Oregon State University with a Bachelor's in Business Administration; Management and Marketing. She joined Chamberlain Financial Group in 2013 and is passionate about giving back to her community here in Salem.  Morgan excels at educating and assisting individuals, families, professionals, business owners and their employees to implement realistic goals and to strategically assist them to plan for a secure financial future.  Morgan currently holds the following FINRA registrations: Series 7 (General Securities Representative) as well as her Series 66 (The Uniform Combined State Law Examination). In addition to her securities licenses, she is registered in Oregon, Washington, and California (CA Insurance License #0I74548) with her Life and Health Insurance license.  Morgan is married to her husband, Kevin and they reside in Salem.

Morgan Sund is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.  www.sipc.org   Supervisory address: 5885 Meadows Road, Suite 850 Lake Oswego, Oregon 97035. (503) 221-1211. Chamberlain Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC.

Rebecca Kirkpatrick

Rebecca has over 20 years of experience in both the insurance and financial industry. She currently holds her State of Oregon Life and Health Insurance license. She is responsible for individual client case development, individual client monitoring and support, organizing and updating various financial services products and managing office technology. She is also responsible for researching, processing and maintaining new and existing business. Rebecca's commitment to high service ideals and standards is crucial in helping us to provide our clients with high quality products and customer service. In the fast pace and ever changing financial services industries, we rely upon Rebecca's ability to update product and compliance procedural changes at a moments notice to help our clients stay informed and protected at all times. Rebecca's has a positive and professional attitude which allows her to interact well with our clients.

Laura Waterman

Laura supports both our large and small group employee benefits clientele as well as our individual health insurance clientele. In this position, Laura assumes the role as a facilitator and communicator between our group clients, their employees and the insurance companies with regards to challenging claims processing decisions. Her exceptional ability to provide necessary and accurate information as well as client follow up provides our clients with the highest level of personalized customer service possible. Laura also develops and pursues marketing opportunities within the group employee benefit marketplace. Laura currently holds her State of Oregon Life and Health Insurance license.