Fulcrum Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Advisors

Justin Samples, Private Wealth Advisor serving the Vancouver, WA area - Ameriprise Advisors

Justin Samples

CRPC, AWMA℠

Private Wealth Advisor

Chief Executive Officer of Fulcrum Wealth Management Group
Visit Justin Samples's website
Devlin Carothers, Private Wealth Advisor serving the Vancouver, WA area - Ameriprise Advisors

Devlin Carothers

CFP®, APMA, CPWA®

Private Wealth Advisor

Certified Private Wealth Advisor®
Visit Devlin Carothers's website
Vieng Bounnam, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

Vieng Bounnam

CFP®, APMA, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Vieng Bounnam's website
Robert Fix, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

Robert Fix

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Robert Fix's website
Chris Crosby, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

Chris Crosby

APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Chris Crosby's website
Matthew Jeannes, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

Matthew Jeannes

JD, CPWA®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Matthew Jeannes's website
Kevin Harrell, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

Kevin Harrell

CRPC, CLU®, APMA

Financial Advisor

Insurance Specialist
Visit Kevin Harrell's website
Antonio Smith, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

Antonio Smith

CFP®, CIMA®

Financial Advisor

Certified Investment Management Analyst®
Visit Antonio Smith's website

Team

Griffin Lake CFP<sup>®</sup>

Griffin Lake CFP®

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Series 7
  • Bachelor of Science in Personal Financial Planning and Business Management from Woodbury School of Business, Utah Valley University
  • In financial services industry since 2019

Roles & Responsibilities

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

Starr Johnson

Operations Director,

Chief Operating Officer

Qualifications

  • BA from Carleton College
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Jenna Busick

Jenna Busick

Office Manager,

Client Service Coordinator

Qualifications

  • In financial services industry since 2001
  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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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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Kyle Chandler CRPC™, APMA™

Kyle Chandler CRPC™, APMA™

Paraplanner

Qualifications

  • Series 6
  • Series 7
  • Series 63
  • Series 65
  • Bachelor of Science from Linfield College
  • In financial services industry since 2017

Roles & Responsibilities

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

Brittany Olsen

Client Service Coordinator

Qualifications

  • BS from Portland State University
  • Notary Public

Roles & Responsibilities

  • Scheduling and confirming appointments, contact and other personal information updates, general service needs.
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Kayla Sirkow

Kayla Sirkow

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • California Insurance License
  • 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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Amy Teel

Amy Teel

Paraplanner

Qualifications

  • Bachelor of Business Administration, Loyola Marymount University
  • 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, Amy will dig deep to find the answers you need.
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