Fulcrum Wealth Management Group

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.

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Team photo for Fulcrum Wealth Management Group
Team photo for Fulcrum Wealth Management Group

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Advisors

Advisor photo for Kevin Harrell

Kevin Harrell

CFP®, CLU®, CLTC®

Financial Advisor

Insurance Specialist
Visit Kevin Harrell's website
Advisor photo for Matthew Jeannes

Matthew Jeannes

JD, CPWA®, APMA

Financial Advisor

Certified Private Wealth Advisor®
Visit Matthew Jeannes's website
Advisor photo for Justin Samples

Justin Samples

CRPC, AWMA℠

Private Wealth Advisor

Chief Executive Officer of Fulcrum Wealth Management Group
Visit Justin Samples's website
Advisor photo for Robert Fix

Robert Fix

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Robert Fix's website
Advisor photo for Devlin Carothers

Devlin Carothers

CFP®, BFA, APMA, CPWA®

Private Wealth Advisor

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

Vieng Bounnam

CFP®, APMA, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Vieng Bounnam's website
Advisor photo for Chris Crosby

Chris Crosby

APMA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Chris Crosby's website
Advisor photo for Kari Hancock

Kari Hancock

MBA, CFP®, CRPC, APMA

Financial Advisor

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

Burke Lodge

MBA, APMA

Financial Advisor

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

Kyle Chandler

CFP®, APMA, CRPC

Financial Advisor

Visit Kyle Chandler's website
Advisor photo for Marvin McKenzie

Marvin McKenzie

MS, CFP®, CIMA®, CPWA®

Private Wealth Advisor

Certified Investment Management Analyst®
Visit Marvin McKenzie's website
Advisor photo for Rod Muzzy

Rod Muzzy

Financial Advisor

Visit Rod Muzzy's website


Team

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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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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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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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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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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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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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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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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