Robin Donovan
Robin is an Associate Advisor with a diverse background in business and science communication. She combines an eye for detail with her passion for empowering others and enjoys building relationships with our clients, including those who speak Spanish.
Amber Jones
Amber Jones has been with the firm since 2016. The first part of her career was spent overseeing and managing the finances of the company as the CFO. After graduate school, Amber transitioned to lead a new team focused on creating accessible financial planning and investment management for all. She has also overseen the partnership with Rivermark Community Credit Union as a lead advisor and relationship manager.
Drayton Carlberg
Drayton spent the first part of his career at Human Investing as a Trade Analyst, executing the portfolio management tasks for the firm. Drayton is intimately familiar with our firms investment philosophy and strategies and works with clients to make sure their financial goals and account investments are aligned. Coming from a competitive athletic background, Drayton brings a strong sense of teamwork and enthusiasm to his role as an Advisor. He is passionate about serving our clients well.
Alanna serves at Human Investing by coming along side both clients and team members to smooth bumps in the road of paperwork, technology, and human communication. For her work at Human Investing, Alanna draws from her diverse experience in gerontological social work and business management.
Read MoreKrista Harkavy
Krista serves on our Financial Planning Team. It is her joy to come along side our advisors and be a part of the incredible work we do for our clients. She loves to see the peace that we can provide to people in knowing they are cared for.
Eve Bell, QKA
Eve helps clients navigate the nuanced and complex landscape of qualified retirement plans by providing plan design expertise and advocating for employers and their employees.
Jill Novak, SHRM-CP
Jill has spent her time at Human Investing honing her skills in the areas of service, administration, sales, operations and human resources. As a SHRM certified practitioner, Jill now puts all her past experience to work - ensuring that the Human Investing team is cared for and the operations run smoothly.
Nicole Wilson, CPA, CFP®
Nicole is a Certified Public Accountant with experience working for public and private organizations locally and also overseas in Belgium. Combining her technical background with a deep desire to help others, she has found a niche in retirement plan participant education and trustee services.
Andrew Nelson
Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about.
Andrew Gladhill, CFA
Andrew loves to analyze and tell stories about numbers. With his experience as a financial analyst, he’s helped many people achieve financial success by providing clear, simple, and understandable solutions.
Luke Schultz, CPA
Luke is well-practiced 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®
Clayton is a CERTIFIED FINANCIAL PLANNER™ practitioner with a focus of financial planning and advising clients transitioning to retirement. He brings experience in managing income from investments, social security, pensions, and other sources to ensure clients make the most of what they have while minimizing taxes. Questions answered, proactive advice, and peace of mind are just part of the great experience provided by Clayton and his team.
Marc Kadomatsu, CFP®, ChFC®, CLU®
Marc brings extensive experience in financial planning, executive benefit, estate, tax and insurance planning. He’s a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He’s a member of the Estate Planning Council of Portland and is the former President and Board Chair of the Financial Planning Association (FPA) of Oregon and SW Washington.
Dr. Peter Fisher
Peter is the co-founder and CEO of Human Investing and the Author of Becoming a 401(k) Millionaire. He earned his B.A. in Economics from Linfield College and an MBA and a Doctor of Business Administration from George Fox University. His doctoral dissertation is titled: Financial Literacy and Behavior in Credit Unions: An Exploration of Member Financial Literacy and Financial Behavior in the Credit Union Model.
Will Kellar, CFP®
Will is motivated by the opportunity to serve hardworking people and their financial pursuits, through advocacy, problem solving and great advice. He’s a CERTIFIED FINANCIAL PLANNER™ practitioner who loves the feeling when our team makes a positive tangible impact in someone's life.
Rachelle Locey
Passionate about making financial wellness accessible to all through education and advocacy, Rachelle draws from her background in psychology and experience in the financial services sector to serve our credit union clients. She loves connecting with others and learning about their story.
