NICOLE LINDBLOM・FINANCIAL PLANNING ASSOCIATE
As a recent graduate from George Fox University with a degree in Financial Planning, Nicole combines her wealth of knowledge and heart for people to care for our clients in meaningful ways. She loves connecting with others and hearing their stories.
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