OUR WORLD-CLASS HUMANS

MARC KADOMATSU CFP®, ChFC®, CLU®
Managing Partner, Director of Private Wealth Advisory

ANDREW NELSON, AIF, MBA
CEO

JILL NOVAK, SHRM-CP
Partner, Director of Operations

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

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®
Managing Partner, Director of Wealth Advisory

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 Admin & Participant Education

JOSIE DEWEY
Client Service Administrator

NICOLE LINDBLOM
Associate Advisor

COLE THOMAS, CPA
Associate Advisor

AUSTIN BRADFORD
Client Service Administrator

TYLER DURANT
Associate Analyst

ELISE WILKINSON
Tax Associate

EMILY STOKES, MA
Tax Administrator

MITCH CHILCOTT
Workplace Education Associate

DAVID ANDERSON, CFP®
Advisor