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.
Will Kellar, CFP®
Will is motivated by the opportunity to serve hardworking people and their financial pursuits, through advocacy, problem solving and great advice. He’s a CERTIFIED FINANCIAL PLANNER™ practitioner who loves the feeling of when our team makes a positive tangible impact in someone's life. He’s also serving as an adjunct professor of Retirement Planning at George Fox University.
Andrew Nelson
Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about.
Nicole Wilson, CPA, CFP®
Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services.
Alanna Wilson
Alanna serves at Human Investing by coming along side both clients and team members to smooth bumps in the road of paperwork, technology, and human communication. For her work at Human Investing, Alanna draws from her diverse experience in gerontological social work and business management.
Dr. Peter Fisher
Peter Fisher is the co-founder of Human Investing and retired in 2026. He is the author of Becoming a 401(k) Millionaire (2024), and his doctoral dissertation is titled Financial Literacy and Behavior in Credit Unions.
