Your Starting 11
You are entitled to some of the best employee benefits in the world.
Through financial planning, we can give you the assurance that each of your benefits is working just as hard as you are. For more than two decades, we've partnered with like-minded individuals and families. Below are eleven benefits that have played unique roles in serving their financial pursuits:
How we'll work together
We offer clear, straightforward, and practical advice.
Being a registered fiduciary means we're accountable to serving your needs first—never to outside sales goals or with conflicted interests.
You can leave all the complexities of your benefit plan and the latest financial trends and regulations to us. We'll point you to what matters most and translate everything for you so you have peace of mind in your financial decisions.
IT STARTS WITH CREATING YOUR OWN INTEGRATED FINANCIAL PLAN
When you select us as your financial planner, we'll advise you on how your assets, savings, and employee benefits can all work together. Our certified financial planners are equipped with the most comprehensive financial planning technology.
Our process is straightforward:
Listen to who you are and what you're pursuing
Present you a personalized plan across relevant financial categories
Implement and service your plan
Provide you access to our unified team of credentialed financial experts
YOUR personal concierge when it comes to your benefits
We take on as many administrative aspects as possible to manage your benefits. We exercise options and stock sales, implement 401(k) investment changes, handle reimbursements for financial services, and remind you of important benefit dates.
Our involvement increases accuracy, reduces your time spent, and helps you engage in your benefit plan in a greater way.
We can answer any of your questions along the way
When should I exercise my stock options?
Can I afford to buy a bigger home? A vacation home? A bigger vacation home?
What are my education funding options for my kids?
My money is scattered in different places. How can I access it if I want to do something with it?
The Team Behind You
Meet some world-class human beings.
This isn't another digital interface or automated system. When you work with us, you're interacting with real humans. You will have direct access to a unified team of credentialed experts across multiple financial disciplines who are invested in growing your financial skills, knowledge, and confidence.
PETER FISHER | CO-FOUNDER
Pete brings more than 20 years of experience working for individuals, families, and businesses advising and shepherding clients toward 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 of financial and estate planning with insurance in such a way that our clients are better informed and equipped to make the best decisions possible regarding their financial futures.
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 more than seven years and is a certified paraplanner.
STEPHANIE THOMPSON-BUTTICE | ADVISOR
As an associate advisor, Stephanie brings her MBA education and entrepreneurial experience to the private client team. She continually provides actionable solutions for our clients with complex financial needs.
LUKE SCHULTZ, CPA | DIRECTOR OF TAX
Luke has over 12 years of experience in the areas of tax compliance and planning as well as business consulting. With a heavy focus on planning, he spends much of his time working closely with small businesses and individuals. Luke’s emphasis on proactive planning helps clients make the best decisions for their business and their families.
CLAYTON PHILLIPS, CFP® | ADVISOR
Clayton sits on Human Investing’s financial planning committee as one of our certified financial planners. With more than eight years of experience, he collaborates with the planning team and Marc Kadomatsu. Clayton’s skills as both a financial planner and an advisor give our clients added support behind the scenes.
KRISTA HARKAVY | PARAPLANNER
Krista supports Marc and Clayton by helping gather data for select clients and putting their financial framework in place.
JILL NOVAK | CHIEF PEOPLE OFFICER
With more than 11 years at Human Investing, Jill brings prior sales and project management skills to the team to ensure that we meet client needs and goals. She continues to wear many hats as Human Investing evolves to connect with each generation of investors.
Get Started Today
You can call or text Pete now: (503) 869-2510. This isn’t a chatbot or automated service, so don’t be surprised if he actually answers.
Or you can schedule a meeting with us and Jill will be in touch with next steps.
