MARC KADOMATSU CFP®, ChFC®, CLU®Managing Partner, Director of Private Wealth Advisory
ANDREW NELSON, AIF, MBACEO
WILL KELLAR, CFP®Managing Partner, Director of Wealth Advisory
JILL NOVAK, SHRM-CPPartner, 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
EVE BELL, QKAPartner, Director of Workplace Advisory
DRAYTON CARLBERG, CFP®Partner, Lead Advisor
DR. PETER FISHERCo-Founder
ALANNA WILSONDirector of Client Service
SARAH FITZPATRICKSenior Client Service Administrator
AMANDA EARLYWINEAssociate Advisor
HOLLY HUDDLESON, CPAAdvisor
ROBIN DONOVANAssociate Advisor
KRISTIN MORRISLead Client Service Administrator
DEVIN THACKERMarketing Manager
BRADY ROGERSTrade Analyst
ELLIOTT WELBORNOperations Associate
CORT MORRISRetirement Plan Specialist
JOSIE DEWEYClient Service Administrator
NICOLE LINDBLOMAssociate Advisor
COLE THOMAS, CPAAssociate Advisor
AUSTIN BRADFORDClient Service Administrator
TYLER DURANTAssociate Analyst
ELISE WILKINSONTax Associate
EMILY STOKES, MATax Administrator
MITCH CHILCOTTWorkplace Education Associate
DAVID ANDERSON, CFP®Advisor
