ELLIOTT WELBORN | OPERATIONS ASSOCIATE
As a recent graduate with a bachelor’s degree in marketing, Elliott combines his eagerness to learn and passion for people to thoughtfully manage our day to day operations. He enjoys making genuine connections with others and creating a welcoming office environment for our clients.
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
