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.
DR. PETER FISHER
Founding Partner, CEO
MARC KADOMATSU CFP®, ChFC®, CLU®
Managing Partner, Director of Financial Planning
ANDREW NELSON, AIF, MBA
Managing Partner, Director of Business Development
JILL NOVAK, SHRM-CP
Partner, Director of Operations
AMBER JONES, CPA
Partner, Director of Access
ANDREW GLADHILL, CFA
Partner, Director of Investments & Compliance
LUKE SCHULTZ, CPA, CFP®
Director of Tax
ALANNA WILSON
Director of Client Service
WILL KELLAR, CFP®
Partner, Lead Advisor
EVE BELL, QKA
Partner, Director of Workplace Advisory
AUSTIN PEARCE, CPA, CFP®
Advisor
JAKE STEWART, CFP®
Advisor
SARAH FITZPATRICK
Senior Client Service Administrator
RACHELLE TOP
Marketing Specialist
AMANDA EARLYWINE
Associate Advisor
DRAYTON CARLBERG, CFP®
Advisor
KRISTIN MORRIS
Client Service Administrator
CAMRYN RONNOW
Administration & Education Advisor
ASHLI WHITE
Client Service Administrator
DEVIN THACKER
Tax Associate
BRADY ROGERS
Trade Analyst
