Schedule Classes (Current Clients)

To schedule upcoming courses, please contact your dedicated Territory Manager below:

Paul Dodson, 503-878-8522, paul.dodson@fmtsolutions.com
Ea Gregory, 503-878-8515, ea.gregory@fmtsolutions.com
Jason Reynolds, 503-878-8514, jason.reynolds@fmtsolutions.com

Products

For product questions and feedback please contact:

Taylor Zajonc (pronounced "Zcience")
Product Manager
503-878-8520
taylor.zajonc@fmtsolutions.com

To Order Attendee Workbooks & Pocket Folders

Please enter your workbooks orders using one of the following methods:

• Online: https://www.fmtsolutions.net/CliNet/Orders/CreateOrder
• For invoice info or to track shipments: https://www.fmtsolutions.net/CliNet/Orders
• For order and accounting questions: 503-766-2900 x601

Course Registration (RSVP), Operations, Web Site Support, and Financial

For course registration, operations, web site and financial support please contact:

Don Mason
Chief Operating Officer
503-878-8510
don.mason@fmtsolutions.com

Sales Team (Prospective Clients)

To inquire about teaching retirement education courses through FMT Solutions, please contact:

Chris DeGroat, 503-878-8519, chris.degroat@fmtsolutions.com
Dave McDonald, 503-878-8527, dave.mcdonald@fmtsolutions.com

Mailing Address

FMT Solutions, LLC
300 Oswego Pointe Drive, Suite 101
Lake Oswego, OR 97034
Phone: 503-766-2900
Fax: 503-213-7378