We maximize YOUR benefit elections while growing and protecting your wealth.
NEED A GUIDE ON WHERE TO START?
We answer the 7 most important financial planning questions facing Nike leaders today.
Welcome to a brighter future
Did you know that you’re entitled to some of the best employee benefits in the world?
Through financial planning, we can give you the assurance that each of your benefits is working just as hard as you are.
For more than two decades, we've partnered with like-minded individuals and families. Below are eleven benefits that have played unique roles in serving their financial pursuits.
How we’ll work together
We’ll build an integrated financial plan customized to your goals.
When you select us as your financial planner, we'll advise you on how your assets, savings, and employee benefits can all work together. Our CERTIFIED FINANCIAL PLANNER™ professionals are equipped with the most comprehensive financial planning technology.
Our process is straightforward:
Listen to who you are and what you're pursuing.
Present you a personalized plan across five primary financial categories.
Implement and service your plan.
Provide you access to our unified team of credentialed financial experts.
We’re your personal concierge when it comes to your benefits.
We take on as many administrative aspects as possible to manage your benefits. We exercise options and stock sales, implement 401(k) investment changes, handle reimbursements for financial services, and remind you of important benefit dates.
Our involvement increases accuracy, reduces your time spent, and helps you engage in your benefit plan in a greater way.
We offer clear and practical advice on anything related to your money.
When should I exercise my stock options?
Can I afford to buy a bigger home? A vacation home? A bigger vacation home?
What are my education funding options for my kids?
My money is scattered in different places. How can I access it if I want to do something with it?
We work directly with Nike partners.
We have great working relationships with Fidelity, Newport Group, and the Nike Executive Services group. If you’re coming from another company, we can assist in bringing your assets over.
We’ll keep serving you no matter where you go.
We’ve helped numerous executives continue their financial plans after Nike. No matter what role, company or city you head to, we’ll be your advisors.
We’ll even help you negotiate the right salary and benefits package to ask for.
The Team Behind You
Meet some world-class human beings.
This isn't another digital interface or automated system. When you work with us, you're interacting with real humans. You will have direct access to a unified team of credentialed experts across multiple financial disciplines who are invested in growing your financial skills, knowledge, and confidence.
MARC KADOMATSU, CFP®, ChFC®, CLU® | MANAGING PARTNER, DIRECTOR OF FINANCIAL PLANNING
Marc brings extensive experience in financial planning, executive benefit, estate, tax and insurance planning. He’s a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He’s a member of the Estate Planning Council of Portland and is the former President and Board Chair of the Financial Planning Association (FPA) of Oregon and SW Washington.
AUSTIN PEARCE, CPA, CFP® | ADVISOR
Austin is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ with experience in accounting and tax planning. He enjoys the teamwork and camaraderie of working with clients, and is committed to creating strategies that support their growth objectives. Working as a Service Advisor, Austin uses his experience and passion to benefit our clients on a daily basis.
LUKE SCHULTZ, CPA, CFP® | DIRECTOR OF TAX
Luke is well-practiced in the areas of tax compliance and planning as well as business consulting. With a heavy focus on planning, he spends much of his time working closely with small businesses and individuals. Luke’s emphasis on proactive planning helps clients make the best decisions for their business and their families.
ALANNA MAUCH | DIRECTOR OF CLIENT SERVICE
Alanna serves at Human Investing by coming along side both clients and team members to smooth bumps in the road of paperwork, technology, and human communication. For her work at Human Investing, Alanna draws from her diverse experience in gerontological social work and business management.
JILL NOVAK | PARTNER, DIRECTOR OF OPERATIONS
With more than 11 years at Human Investing, Jill brings prior sales and project management skills to the team to ensure that we meet client needs and goals. She continues to wear many hats as Human Investing evolves to connect with each generation of investors.
DR. PETER FISHER | FOUNDING PARTNER, CEO
Pete has been rolling with Nike since 1996 and shepherds individuals and families toward successful financial outcomes. He has a B.A in Economics, an MBA, and a Doctorate from George Fox University. His research focuses on financial literacy and behavior in cooperative financial models.
Get Started Today
How can we serve you?
Schedule time to talk with Marc below or our team at nike@humaninvesting.com.
We’ll follow up with our Nike white paper which includes a Benefits calendar where you can learn about your different milestones and windows.