MARC KADOMATSU CFP®, ChFC®, CLU®
Managing Partner, Director of Financial Planning

WILL KELLAR, CFP®
Partner, Lead Advisor

ALANNA MAUCH
Director of Client Service

SARAH FITZPATRICK
Senior Client Service Administrator

AUSTIN PEARCE, CPA, CFP®
Lead Advisor

LUKE SCHULTZ, CPA, CFP®
Director of Tax

AMANDA EARLYWINE
Associate Advisor

DR. PETER FISHER
Founding Partner, CEO

JOSIE DEWEY
Client Service Administrator

NICOLE LINDBLOM
Financial Planning Associate

HOLLY HUDDLESON, CPA
Financial Planning Associate

ROBIN DONOVAN
Associate