Confidence for the miles ahead.

Your financial plan isn’t just about reaching a far-off finish line, it’s about helping you become a better person, a better partner, and a better parent every day.

At Fulcrum Wealth Management Group, we aim to be the lever that makes reaching your goals more attainable — whatever they may be. Because when you have a plan that’s designed just for you, life’s greatest moments are made richer, and periods of uncertainty are met with confidence and peace of mind.


Our advisors

Advisor photo for Justin Samples

Justin Samples

CRPC, AWMA℠

Private Wealth Advisor

Chief Executive Officer of Fulcrum Wealth Management Group
Learn more about Justin Samples Visit Justin Samples's website
Advisor photo for Devlin Carothers

Devlin Carothers

CFP®, BFA, APMA, CPWA®

Private Wealth Advisor

Certified Private Wealth Advisor®
Learn more about Devlin Carothers Visit Devlin Carothers's website
Advisor photo for Vieng Bounnam

Vieng Bounnam

CFP®, APMA, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Vieng Bounnam Visit Vieng Bounnam's website
Advisor photo for Robert Fix

Robert Fix

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Robert Fix Visit Robert Fix's website
Advisor photo for Chris Crosby

Chris Crosby

APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Chris Crosby Visit Chris Crosby's website
Advisor photo for Matthew Jeannes

Matthew Jeannes

JD, CPWA®, APMA

Financial Advisor

Certified Private Wealth Advisor®
Learn more about Matthew Jeannes Visit Matthew Jeannes's website
Advisor photo for Kevin Harrell

Kevin Harrell

CFP®, CLU®, CLTC®

Financial Advisor

Insurance Specialist
Learn more about Kevin Harrell Visit Kevin Harrell's website
Advisor photo for Kari Hancock

Kari Hancock

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kari Hancock Visit Kari Hancock's website
Advisor photo for Burke Lodge

Burke Lodge

MBA, APMA

Financial Advisor

Investment Specialist
Learn more about Burke Lodge Visit Burke Lodge's website
Advisor photo for Kyle Chandler

Kyle Chandler

CFP®, APMA, CRPC

Financial Advisor

Learn more about Kyle Chandler Visit Kyle Chandler's website
Advisor photo for Marvin McKenzie

Marvin McKenzie

MS, CFP®, CIMA®, CPWA®

Private Wealth Advisor

Certified Investment Management Analyst®
Learn more about Marvin McKenzie Visit Marvin McKenzie's website


Our team

Starr Johnson

Starr Johnson

Operations Director,

Chief Operating Officer of Fulcrum Wealth Management Group

Qualifications

  • BA from Carleton College
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TJ Dicker

TJ Dicker

Operations Manager

Qualifications

  • Series 7
  • Series 66
  • BS in Psychology from Western Washington University
  • In financial services industry since 2006

Roles & Responsibilities

  • Leadership and Development of Team members
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Lyndsay McEntee

Lyndsay McEntee

Marketing Manager

Qualifications

  • Bachelor of Science in Business Administration from Gonzaga University
  • Certified Digital Marketing Professional

Roles & Responsibilities

  • Marketing strategy and execution, client experience, event management, leadership and development of employees and digital optimization.
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David McKinney CRPC™

David McKinney CRPC™

Paraplanner,

Investment Specialist

Qualifications

  • Series 6
  • Series 7
  • Series 65
  • Bachelor of Arts, Economics, Whitman College
  • In financial services industry since 2005
  • Insurance licensed in Oregon, Washington

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, David will dig deep to find the answers you need.
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Kayla Sirkow

Kayla Sirkow

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Bachelor of Arts in Business from University of California, Riverside
  • In the financial industry since 2013

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, Kayla will dig deep to find the answers you need.
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Lisa McBride

Lisa McBride

Paraplanner

Qualifications

  • Notary Public

  • Series 66

  • In financial services industry since 2014

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, Lisa will dig deep to find the answers you need.
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Tiara Wharton

Tiara Wharton

Client Service Coordinator,

Marketing Specialist

Qualifications

  • BA in Psychology from Whitworth University
  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Marta Benson

Marta Benson

Client Service Coordinator,

Office Manager

Qualifications

  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Stephanie Palmer

Stephanie Palmer

Client Service Coordinator

Qualifications

  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Jana Garner

Jana Garner

Paraplanner,

Client Service Coordinator

Qualifications

  • Series 7

  • Series 66

  • In financial services industry since 2014

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, Jana will dig deep to find the answers you need.
  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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