LUKE SCHULTZ, CPA, CFP®・PARTNER, DIRECTOR OF TAX
Luke is a seasoned financial professional with nearly two decades of experience assisting individuals and businesses in achieving their financial goals. His dual expertise as a CPA and a CFP®, provides a holistic perspective, ensuring that your plan is effective and tax-efficient. If you are seeking a dedicated partner to guide you through the intricacies of financial planning, Luke offers the experience and foresight to help you succeed.
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
ANDREW GLADHILL, CFA, IACCP®
Partner, Chief Compliance Officer, Director of Investments
AMBER JONES, CPA
Partner, Director of Access
LUKE SCHULTZ, CPA, CFP®
Partner, Director of Tax
AUSTIN PEARCE, CPA, CFP®
Partner, Lead Advisor
DRAYTON CARLBERG, CFP®
Partner, Lead Advisor
ALANNA WILSON
Director of Client Service
WILL KELLAR, CFP®
Partner, Lead Advisor
EVE BELL, QKA
Partner, Director of Workplace Advisory
SARAH FITZPATRICK
Senior Client Service Administrator
AMANDA EARLYWINE
Associate Advisor
HOLLY HUDDLESON, CPA
Advisor
ROBIN DONOVAN
Associate Advisor
KRISTIN MORRIS
Client Service Administrator
DEVIN THACKER
Marketing Manager
BRADY ROGERS
Trade Analyst
ELLIOTT WELBORN
Operations Associate
CORT MORRIS
Workplace Advisory Administrator
JOSIE DEWEY
Client Service Administrator
NICOLE LINDBLOM
Financial Planning Associate
COLE THOMAS, CPA
Associate Advisor
AUSTIN BRADFORD
Client Service Administrator
