Dr. Tricia James
Tricia is the Director of the Clinician Experience Program at Providence, where she also practices internal medicine. Her team develops programs, leads research, and advocates for the organizational changes that support clinician wellbeing.
Mitch Chilcott
Mitch is a financial advisor on the workplace advisory team at Human Investing. With a background in healthcare, he helps individuals, families, and employees build financial plans aligned with their personal and professional goals.
Elise Wilkinson
Elise earned her degree in accounting and is excited to begin her journey in the tax field. She truly enjoys helping people and is eager to learn everything she can to support clients with their tax questions.
Nicole Lindblom
Nicole is motivated to serve others and help them find success. She applies a high-performance mindset to Financial Planning, pairing the discipline of a collegiate athlete with a genuine heart for people. She specializes in helping Nike leaders turn high-level financial goals into tangible results.
Holly Huddleson, CPA
Holly takes great joy in sharing knowledge with others and providing peace of mind to clients through organization and planning. She especially enjoys building long-term relationships with clients & teammates. Holly joined the Human Investing team in 2024 and brought with her over a decade of experience in tax as a CPA specialized in real estate.
Devin is driven by a positive outlook and a sincere desire to help people reach their financial aspirations, no matter what situation they’re in. His forward-thinking mindset and adept problem-solving skills will guide clients through their upcoming tax season and ensure a smooth, hassle-free experience.
Read MoreJoel Jenkins
Joel Jenkins is an experienced mortgage loan officer with Rivermark Community Credit Union with 20+ years experience serving our communities in Oregon and Washington
Amber Jones
Amber Jones has been with the firm since 2016. The first part of her career was spent overseeing and managing the finances of the company as the CFO. After graduate school, Amber transitioned to lead our credit union team. Amber works closely with stakeholders to provide credit union members with access to financial planning and investment management services. Amber is also a financial advisor and CPA and uses her experience in tax and financial management to help members achieve their financial goals.
Amanda Earlywine
Amanda is an Associate Advisor with a passion for financial literacy and assisting business owners. Her attention to detail combined with her focus on the "big picture" from her program manager background bring value to the way we serve our clients.
Austin Pearce, CPA, CFP®
Austin is a Certified Public Accountant 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 Lead Advisor, Austin uses his experience and passion to benefit our clients on a daily basis.
Drayton Carlberg, CFP®
Drayton spent the first part of his career at Human Investing as a Trade Analyst, executing the portfolio management tasks for the firm. Drayton is intimately familiar with our firms investment philosophy and strategies and works with clients to make sure their financial goals and account investments are aligned. Coming from a competitive athletic background, Drayton brings a strong sense of teamwork and enthusiasm to his role as an advisor. He is passionate about serving our clients well.
Jake Stewart, CFP™
Jake is a CERTIFIED FINANCIAL PLANNER™️ practitioner dedicated to helping clients accomplish their goals per their distinct values. He specializes in building comprehensive financial plans with an emphasis on retirement planning, tax mitigation, and long-term income management. He and his team effectively manage the financial landscapes of their clients by giving proactive counsel and ensuring their clients’ peace of mind.
Krista Harkavy
Krista serves on our Financial Planning Team. It is her joy to come along side our advisors and be a part of the incredible work we do for our clients. She loves to see the peace that we can provide to people in knowing they are cared for.
Eve Bell, QKA
Eve helps clients navigate the nuanced and complex landscape of qualified retirement plans by providing plan design expertise and advocating for employers and their employees.
Jill Novak, SHRM-CP
Jill has spent her time at Human Investing honing her skills in the areas of service, administration, sales, operations and human resources. As a SHRM certified practitioner, Jill now puts all her past experience to work - ensuring that the Human Investing team is cared for and the operations run smoothly.
Luke Schultz, CFP®, CPA
Luke is well-practiced in the areas of tax compliance and planning as well as business consulting. With a heavy focus on planning, he spends much of his time working closely with small businesses and individuals. Luke’s emphasis on proactive planning helps clients make the best decisions for their business and their families.
Andrew Gladhill, CFA, IACCP®
Andrew loves to analyze and tell stories about numbers. With his experience as a financial analyst, he’s helped many people achieve financial success by providing clear, simple, and understandable solutions.
Rachelle Top
Passionate about making financial wellness accessible to all through education and advocacy, Rachelle draws from her background in psychology and experience in the financial services sector to serve our credit union clients. She loves connecting with others and learning about their story.
Marc Kadomatsu, CFP®, ChFC®, CLU®
Marc brings extensive experience in financial planning, executive benefit, estate, tax and insurance planning. He’s a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He’s a member of the Estate Planning Council of Portland and is the former President and Board Chair of the Financial Planning Association (FPA) of Oregon and SW Washington.
Clayton Phillips, CFP®
Clayton is a CERTIFIED FINANCIAL PLANNER™ practitioner with a focus of financial planning and advising clients transitioning to retirement. He brings experience in managing income from investments, social security, pensions, and other sources to ensure clients make the most of what they have while minimizing taxes. Questions answered, proactive advice, and peace of mind are just part of the great experience provided by Clayton and his team.
