WILL KELLAR, CFP®
Lead Advisor - Credit Union Services

AMBER JONES, CPA
Director of Credit Union Services

RACHELLE LOCEY
Client Administrator - Credit Union Services

ANDREW GLADHILL, CFA
Director of Investments and Compliance

CLAYTON PHILLIPS, CFP®
Lead Advisor

DRAYTON CARLBERG
Associate Advisor

KRISTIN MORRIS
Client Service Administrator

LUKE SCHULTZ, CPA
Director of Tax

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

JILL NOVAK, SHRM-CP
Partner, Director of Operations

DR. PETER FISHER
Founding Partner, CEO