Advisors and Staff

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, California (CA Insurance License #0I74548), Arizona, Colorado, Montana, North Carolina, South Dakota and Vermont.

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.

With a natural service mindset and attention to detail, Erin assists with our new client experience throughout the financial planning process. She ensures proper maintenance of client records using our in-depth client management and planning systems. In addition, she ensures that existing clients are provided with the highest level of personal service and that service requests are executed efficiently and accurately. Erin has been a resident of the mid-Willamette Valley for over eleven years and is an avid supporter of Salem’s art and music community.