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DR. PETER FISHER • FOUNDING PARTNER, CEO
What do you value the most about being at Human Investing?
We get to do meaningful work for clients who appreciate what we do. Importantly, we’ve assembled a fantastic team of individuals that desire to love, care, and serve each other and our clients.
ANDREW NELSON, AIF, MBA • MANAGING PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT
What do you believe clients are looking for now more than ever?
Partners and technology that can give them prescriptive advice back by facts, modeling, etc. Put differently, the companies that we work with are commonly refreshed by the level of detail we go into when attempting to answer and “should I do this or that” or “what’s the most effective way to” question.
MARC KADOMATSU, CFP®, CHFC®, CLU® • MANAGING PARTNER, DIRECTOR OF FINANCIAL PLANNING
What do you value the most about being at Human Investing?
As our name suggests, Human Investing embodies our unwavering commitment to our clients above all else.
JILL NOVAK, SHRM-CP • PARTNER, DIRECTOR OF OPERATIONS
What do you believe clients are looking for now more than ever?
Clients are looking for a combination of expert advice and an understanding of what they may be dealing with in terms of their own circumstances. Their money is never just about their money, there is always the story behind the money.
AMBER JONES, CPA • PARTNER, DIRECTOR OF ACCESS
What do you value the most about being at Human Investing?
I value the people. The people we serve and the team I get to work with. I am continually inspired by the clients we serve, the passions they hold and the financial goals we help them achieve.
WILL KELLAR, CFP® • PARTNER, LEAD ADVISOR
What do you believe clients are looking for now more than ever?
Investors are seeking a trusted partner who can guide them through the complexities of the financial landscape while staying aligned with their core values and goals.
EVE BELL, QKA • PARTNER, DIRECTOR OF WORKPLACE ADVISORY
What do you believe clients are looking for now more than ever?
Personalization and excellence. By that I mean being seen as human and being treated with kindness and respect while also receiving exceptional service.
ANDREW GLADHILL, CFA, IACCP® • PARTNER, DIRECTOR OF INVESTMENTS AND COMPLIANCE
What do you value the most about being at Human Investing?
I love that I work somewhere where I can see the impact I’m making on the business. I can answer client questions or problems that directly improve their financial lives, or give them peace of mind.
AUSTIN PEARCE, CPA, CFP®・PARTNER, LEAD ADVISOR
What do you value the most about being at Human Investing?
The team’s commitment to serving clients at the highest level. Going above and beyond what’s expected.
DRAYTON CARLBERG, CFP®・PARTNER, LEAD ADVISOR
LUKE SCHULTZ, CPA, CFP®・PARTNER, DIRECTOR OF TAX