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

WILL KELLAR, CFP®
Partner, Lead Advisor

ALANNA MAUCH
Director of Client Service

SARAH FITZPATRICK
Senior Client Service Administrator

AUSTIN PEARCE, CPA, CFP®
Partner, Lead Advisor

LUKE SCHULTZ, CPA, CFP®
Partner, Director of Tax

AMANDA EARLYWINE
Associate Advisor

DR. PETER FISHER
Founding Partner, CEO

JOSIE DEWEY
Client Service Administrator

NICOLE LINDBLOM
Financial Planning Associate

HOLLY HUDDLESON, CPA
Advisor

ROBIN DONOVAN
Associate