BRADY ROGERS・TRADE ANALYST
Brady is a recent college graduate concentrated in Finance and Computer Information Technology. With previous experience in statistics relating to problem-solving, he is passionate about blending his education with experience to provide valuable solutions.
DR. PETER FISHER
Founding Partner, CEO
MARC KADOMATSU CFP®, ChFC®, CLU®
Managing Partner, Director of Financial Planning
ANDREW NELSON, AIF, MBA
Managing Partner, Director of Business Development
JILL NOVAK, SHRM-CP
Partner, Director of Operations
AMBER JONES, CPA
Partner, Director of Access
ANDREW GLADHILL, CFA, IACCP®
Partner, Director of Investments & Compliance
LUKE SCHULTZ, CPA, CFP®
Director of Tax
ALANNA WILSON
Director of Client Service
WILL KELLAR, CFP®
Partner, Lead Advisor
EVE BELL, QKA
Partner, Director of Workplace Advisory
AUSTIN PEARCE, CPA, CFP®
Lead Advisor
SARAH FITZPATRICK
Senior Client Service Administrator
AMANDA EARLYWINE
Associate Advisor
DRAYTON CARLBERG, CFP®
Advisor
HOLLY HUDDLESON
Financial Planning Associate
ROBIN DONOVAN
Associate
KRISTIN MORRIS
Client Service Administrator
DEVIN THACKER
Tax Associate
BRADY ROGERS
Trade Analyst
ELLIOTT WELBORN
Operations Associate
CORT MORRIS
Workplace Advisory Administrator
JOSIE DEWEY
Client Service Administrator
NICOLE LINDBLOM
Financial Planning Associate
