EVE BELL, QKA・
PARTNER, DIRECTOR OF WORKPLACE ADVISORY
Eve is a qualified 401(k) administrator and helps clients navigate the nuanced and complex landscape of qualified retirement plans. She provides plan design expertise and advocating for employers and their employees.
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
