388 State Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends, family, and local businesses struggling to find the help they needed to map out their financial future. We are confident that with our understanding of the finance and insurance industries, coupled with our training as financial professionals, we can help people better prepare their lives and businesses for the future. After years in the business, we have developed a reputation for assisting the community in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from pre-planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Peter Chamberlain CLU, ChFC, has been in the financial services business since 1983. Over the years, he's found 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), St. Paul's Episcopal Church, Past President 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 Sund, CFP®, graduated from Oregon State University with a Bachelor's in Business Administration. She joined Chamberlain Financial Group in 2013 and is passionate about giving back to her community here in Salem, where she resides with her husband and two children. Morgan excels at educating and assisting individuals, families, professionals, business owners, and their employees to implement realistic goals and strategically assist them in planning for a secure financial future.
Morgan holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as 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 holds Life and Health Insurance licenses in Oregon, Washington, and California (CA Insurance License #0I74548).
Morgan Sund, CFP® 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 has over 25 years of experience in both the insurance and financial services industry. She is responsible for individual client case development, individual client monitoring and support. She is also responsible for 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. She currently holds her State of Oregon Life and Health Insurance license.
Amber supports both our group health and employee benefit clientele as well as our individual health insurance clientele. In this position, Amber works with our group benefit clients and the various product vendors as a facilitator and communicator. She also serves as an ongoing resource for HR managers and employees regarding benefits and claims. Her exceptional ability to provide necessary and accurate information, as well as client follow up ensures that our clients have the highest level of customer service possible. Amber currently holds her State of Oregon Life and Health Insurance license.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.