Since its founding in 2004, Human Investing has been chosen by hundreds of executives, families, business owners, and institutions to guide them in all aspects of their financial existence. The timely exodus from what was one of the most prominent brokerage
houses on Wall Street unshackled the founders form the biases and conflicts of interest that continue to hamper the financial services industry.
- about us
Quick FactsFull Name: dirk anderson Title: Partner Hire Date: 2004 Place Of Birth: New Jersey Hobby: Farming
After a successful career in the technology industry, Dirk followed his interest of the investment markets into a career in the financial services industry. In 1997, Dirk was hired into the Professional Development Program at Merrill Lynch, Pierce, Fenner and Smith and within a very short period of time, became one of the most successful new hires in the country. After initiating a relationship with Intel in Oregon, he worked closely with technology company employees in managing individual stock accounts, employee stock options, and building comprehensive financial plans.
In 1999, Dirk received a call from now business partner Peter Fisher to move to the Merrill Lynch office in Lake Oswego, Oregon and formally enter into a business relationship for managing investments and doing comprehensive financial planning. In 2003, they began the process for opening their own independent consulting firm and formally launched under the name Anderson Fisher, LLC in September of 2004. Later rebranded Human Investing, Dirk serves as our Chief Investment Officer and continues to manage key client relationships ranging from institutions to individuals.
Dirk and his wife live on a farm south of Portland where they raise everything from Sheep to Pigs and kids. When not at work on his farm or spending time with his family, Dirk is active in the Catholic Church and supporting multiple projects in Africa.
Quick FactsFull Name: peter fisher Title: Partner Hire Date: 2004 Place Of Birth: Lake Oswego Hobby: Farming
After studying Economics at Linfield College, Peter received his MBA from the Graduate School of
Management at George Fox University. Peter spent the next eight years at Merrill Lynch, working his way up to Vice President and Resident Director before starting Human Investing with Dirk Anderson.
While not investing in humans at work, Peter enjoys investing time in his family and in fly-fishing.
Board member: Climate Trust, Mentors360
Quick FactsFull Name: eric dahm Title: Partner Hire Date: 2009 Place Of Birth: Portland Hobby: Golf Nut
Eric began his career in the financial services industry in 2003. After graduating from Oregon State with a degree in Business and a minor in Pre-law, he decided to chase his dream of playing professional golf for two years in Arizona on The Gateway Tour. His road home was out of a desire to raise his family in the Pacific Northwest. In 2009, Eric was offered and accepted his position as
an Investment Consultant with Human Investing, focusing on account management for individuals, families and business owners.
Early in 2013, Eric was promoted to the Director of Wealth Management and in 2014, was promoted to Partner, overseeing the firm’s Wealth Management Business. Today, in addition to managing key accounts, Eric spends his time on the investment committee, training new consultants, and directing the firm’s “client experience.”
Board member – Kings Kids Christian School
Quick FactsFull Name: kevin wilson Title: Partner Hire Date: 2004 Place Of Birth: Nicaragua Hobby: Soccer Nut
Kevin graduated from University of Portland with a B.A. in Finance and began his career in the financial services industry in 1998 as a Merrill Lynch intern. He survived that and then spent four years as an investment analyst in the advisor-training program for Merrill Lynch, during which he held the position of Financial Manager.
Kevin is a mentor in the Big Brother, Big Sister Program.
Quick FactsFull Name: andrew nelson Title: Investment Advisor Hire Date: 2009 Place Of Birth: Palo Alto Hobby: BBall
Andrew joins the human investing team as a recent graduate of Linfield College.Andrew studied mathematics and finance with coursework in areas of probability and statistics, financial investing, and strategic management.
While at Linfield, Andrew participated in a global Business Strategy Game, placing in the top ten out of over 4000 teams. He was also a member of the school’s baseball team and the Pi Mu Epsilon Mathematics honors society. Andrew loves the Pacific Northwest and hopes to call this area his home for many years to come.
CFP Candidate, volunteer for Young Life at Lake Oswego High School
Quick FactsFull Name: jill novak Title: Project Manager Hire Date: 2007 Place Of Birth: Ridgewood Hobby: my iphone
Jill graduated from the University of Washington with a degree in Speech Communications. Jill has worked in sales administration for KGW TV and in sales for KINK Radio. Jill has four children.
In her free time, she enjoy’s running with friends and spending time with her family.
Quick FactsFull Name: shelly chase Title: Client Care Hire Date: 2009 Place Of Birth: Portland Hobby: Kiddos
Shelly is a graduate of George Fox University. Her 15+ years of expertise in financial services and community service help to provide a great experience for our clients.
In addition to being a mother and wife, she is an avid volunteer in her community.
Outside of work, Shelly enjoys spending time outdoors with her family in the beautiful Pacific Northwest.
Quick FactsFull Name: ted grigsby Title: Partner Hire Date: 2007 Place Of Birth: San Fran Hobby: Man of Intrigue
Ted graduated from the University of Oregon in 2001 with a Bachelor of Science in Business Finance. He began his financial services career with Franklin Templeton Investments before taking an opportunity to study in Eastern Europe. Ted leads Human Investing’s 401(k) Consulting and Education group.
Outside of his time with Human Investing, you may see Ted trail running, kiteboarding, fly-fishing or suffering at a CrossFit Gym near you. Ted is a member of the Western Pension & Benefit Conference, is an active member of the Pastoral Counsel at St. Patrick Catholic Church, and is the acting Bike Czar at the Wild Canyon Games event.
Quick FactsFull Name: elizabeth mcclellan Title: Retirement Plan Services Hire Date: 2013 Place Of Birth: Dayton Hobby: Reading
Elizabeth joined Human Investing after working as a licensed insurance provider. In this capacity, she provided excellent customer service, sales, and administrative support for multiple agents at the district level. Elizabeth studied Dance at Ohio State University and supplemented her degree by participating in The Capital Program; which requires coursework in accounting, economics, and business administration.
A native Ohioan, Elizabeth enjoys exploring all that the Northwest has to offer.
Quick FactsFull Name: dan windsor Title: Analyst Hire Date: 2013 Place Of Birth: McKinney Hobby: Hiking
After graduating from Baylor University with degrees in Finance and Marketing, Dan joins Human Investing as a new addition to the Retirement Services team. His education and experience with investments, tax planning, and employee benefits have prepared him well for our firm’s work.
Dan is a born and raised Texan, from Dallas, and is excited about the opportunity to live and explore the Northwest.
Quick FactsFull Name: samy manim Title: Senior Analyst Hire Date: 2013 Place Of Birth: chennai india Hobby: Tango
After receiving a Bachelors in Mathematics and a Bachelors in Electronics Engineering, Samy executed global projects in Information Technology for the manufacturing, high tech, banking and credit card industries. He went back to school and received his MBA in Finance from the School of Business Administration at Portland State University.
He later became a professor of finance for Portland State University. Samy is our Senior Financial Analyst taking care of your investments and preserving your profits.
While not at work, Samy enjoys his 3 favorite Ts: Tennis, Travel and (Argentine) Tango. He teaches Tango!
ricky russ jr1
Quick FactsFull Name: ricky russ jr Title: marketing & art director Hire Date: 2013 Place Of Birth: shreveport Hobby: GoPro
Primarily focused on Web Analytics, Design and Marketing activities. In other words, data driven design. He often refers to himself in the third person as “The Most Interesting Man in Wealth”.
When asked if he graduated from MIT, he replied, "No, but I did stay at a Holiday Inn Express!".
Ricky doesn’t enjoy long walks on the beach, consuming potato salad or being asked to write biographies.
WHAT YOU’RE INVESTING FOR IS JUST AS IMPORTANT AS WHAT YOU’RE INVESTING IN
meet us in person
5335 meadows rd, suite #450 ~ lake oswego, or 97035