SARAH FITZPATRICK・SENIOR CLIENT SERVICE ADMINISTRATOR
Sarah is a Senior Client Service Administrator with a background in history and teaching. She works to help clients with their everyday needs, especially as they enter into retirement.
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