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 FISHERFounding Partner, CEO
MARC KADOMATSU CFP®, ChFC®, CLU®Managing Partner, Director of Financial Planning
ANDREW NELSON, AIF, MBAManaging Partner, Director of Business Development
JILL NOVAK, SHRM-CPPartner, Director of Operations
AMBER JONES, CPAPartner, Director of Access
ANDREW GLADHILL, CFA, IACCP®Partner, Director of Investments & Compliance
LUKE SCHULTZ, CPA, CFP®Director of Tax
ALANNA WILSONDirector of Client Service
WILL KELLAR, CFP®Partner, Lead Advisor
EVE BELL, QKAPartner, Director of Workplace Advisory
AUSTIN PEARCE, CPA, CFP®Lead Advisor
SARAH FITZPATRICKSenior Client Service Administrator
AMANDA EARLYWINEAssociate Advisor
DRAYTON CARLBERG, CFP®Advisor
KRISTIN MORRISClient Service Administrator
DEVIN THACKERTax Associate
BRADY ROGERSTrade Analyst
ELLIOTT WELBORNOperations Associate
CORT MORRISWorkplace Advisory Administrator
JOSIE DEWEYClient Service Administrator
NICOLE LINDBLOMFinancial Planning Associate