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A Pacific Northwest Conversation about markets, retirement, behavior, and the long game
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Meet Will and Andrew
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WILL KELLAR
, CFP®
・
MANAGING PARTNER, DIRECTOR OF WEALTH ADVISORY
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. Will also serves as an adjunct professor of Retirement Planning at George Fox University.
ANDREW NELSON, AIF, MBA・MANAGING PARTNER, CEO
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.
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Disclaimer: Content is for educational purposes only, not financial advice. All investing/financial advice involves risk, including the loss of principal. Human Investing is an SEC-registered investment advisory firm. Registration does not imply a specific level of skill or training. Consult a professional before acting.