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

WILL KELLAR, CFP®
Managing Partner, Director of Wealth Advisory

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

JOSIE DEWEY
Client Service Administrator

NICOLE LINDBLOM
Financial Planning Associate

HOLLY HUDDLESON, CPA
Advisor

ROBIN DONOVAN
Associate Advisor

DR. PETER FISHER
Founding Partner, Executive Chairman