TYLER DURANT・ ASSOCIATE ANALYST
Tyler comes to us with a Degree in Economics and a Business Analytics Certificate. His background in data analytics and statistical sports reporting has equipped him with the skills to provide data-driven insights and solutions. He is passionate about building meaningful relationships as well as increase operational and systematic efficiency.
DR. PETER FISHER
Founding Partner, Executive Chairman
MARC KADOMATSU CFP®, ChFC®, CLU®
Managing Partner, Director of Financial Planning
ANDREW NELSON, AIF, MBA
CEO
JILL NOVAK, SHRM-CP
Partner, Director of Operations
ANDREW GLADHILL, CFA, IACCP®
Partner, Chief Compliance Officer, Director of Investments
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
TYLER DURANT
Associate Analyst
