EVE BELL, QKA・
PARTNER, DIRECTOR OF WORKPLACE ADVISORY
Eve is a qualified 401(k) administrator and helps clients navigate the nuanced and complex landscape of qualified retirement plans. She provides plan design expertise and advocating for employers and their employees.
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®
Partner, Director of Tax
AUSTIN PEARCE, CPA, CFP®
Partner, Lead Advisor
DRAYTON CARLBERG, CFP®
Partner, Lead Advisor
ALANNA WILSON
Director of Client Service
WILL KELLAR, CFP®
Partner, Lead Advisor
EVE BELL, QKA
Partner, Director of Workplace Advisory
SARAH FITZPATRICK
Senior Client Service Administrator
AMANDA EARLYWINE
Associate Advisor
HOLLY HUDDLESON, CPA
Advisor
ROBIN DONOVAN
Associate Advisor
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
COLE THOMAS, CPA
Associate Advisor
AUSTIN BRADFORD
Client Service Administrator
