JOSIE DEWEY・CLIENT SERVICE ADMINISTRATOR
An Oregon native and recent graduate from Oregon State, Josie is passionate about providing the best possible service to our clients. Her extensive background in customer care and attention to detail ensure that you will be advocated for on your personalized path to financial wellness.
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
