DR. PETER FISHER
Founding Partner, CEO

MARC KADOMATSU CFP®, ChFC®, CLU®
Managing Partner, Director of Financial Planning 

ANDREW NELSON, AIF, MBA
Managing Partner, Director of Business Development

JILL NOVAK, SHRM-CP
Partner, Director of Operations

ANDREW GLADHILL, CFA, IACCP®
Partner, Chief Compliance Officer, Director of Investments

AMBER JONES, CPA
Partner, Director of Access

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