Pete brings over 20 years of experience working for individuals, families and businesses advising and shepherding clients towards successful financial outcomes. He holds an MBA and is currently a doctoral candidate.
MARC KADOMATSU CFP®, ChFC®, CLU® | Director of Financial Planning
Marc combines his 14 years of experience with financial and estate planning along with insurance in such a way that our clients are better informed and equipped to make the best decisions possible with their financial future.
JILL NOVAK | Chief People Officer
She has writer’s block.
AMBER JONES, CPA | CFO, Director of Tax Planning
Amber oversees Human Investing’s tax planning practice. She brings 7 years of experience working on individual and corporate tax returns. Along with her training, she possesses a steadfast demeaner.
SHELLY CHASE | Senior Client Services
Shelly draws from her 20 years in financial services to uniquely care for clients while meeting the administrative needs of their accounts on a daily basis. She has been with Human Investing for over 7 years and is a certified paraplanner.
CLAYTON PHILLIPS, CFP® | Advisor
Clayton sits on Human Investing’s financial planning committee as one of our certified financial planners. With over 8 years of experience he collaborates well with the planning team and Marc Kadomatsu. Clayton’s skill as both a financial planner and an advisor give our clients added support behind the scenes.
KRISTA HARKAVY | Paraplanner
Krista supports Marc and Clayton in the financial plan data gather and build process for select clients. With a steady disposition she helps to get each clients framework put in place for Marc to begin the deep dive precision work. Krista holds a Master’s degree in Speech Pathology.