Fulcrum Wealth Management Group

Fulcrum Wealth Management Group was formed in 2013 with one purpose in mind, to help people reach their goals. What started with two people and one location has evolved into a team of nineteen, with five offices across the Northwest. We attribute our success to a constant focus on our core values:

Family: We value family and help clients feel they are a part of ours.

Integrity: We are radically transparent.

Growth: We help others develop a plan so that they can focus on what they want to get out of life.

Leadership: We help lead clients through important stages of life.

Health: We help you focus on financial health which can, we believe, promote overall health.

While holding our values paramount, our mission is to help you live a simpler, more productive life through a disciplined wealth management approach.


Advisors

Matthew Jeannes

Matthew Jeannes

JD, CPWA®, APMA®

Financial Advisor

Visit Matthew Jeannes's website
Kevin Harrell

Kevin Harrell

CLU®, APMA®

Financial Advisor

Insurance Specialist
Visit Kevin Harrell's website
Justin Samples

Justin Samples

CRPC®, AWMA®

Private Wealth Advisor

Chief Executive Officer of Fulcrum Wealth Management Group
Visit Justin Samples's website
Devlin Carothers

Devlin Carothers

CFP®, BFA, APMA®

Financial Advisor

Visit Devlin Carothers's website
Vieng Bounnam

Vieng Bounnam

CFP®, APMA®

Financial Advisor

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

Chris Crosby

APMA®, CRPC®

Financial Advisor

Visit Chris Crosby's website
Robert Fix

Robert Fix

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Robert Fix's website
Thomas Frame

Thomas Frame

APMA®

Financial Advisor

Visit Thomas Frame's website

Team

Jenna Busick

Jenna Busick

Office Manager,

Client Service Coordinator
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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David McKinney CRPC<sup>®</sup>

David McKinney CRPC®

Investment Specialist,

Operations Manager

Qualifications

  • Series 6
  • Series 7
  • Series 65
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Antonio Smith CFP<sup>®</sup>

Antonio Smith CFP®

Paraplanner

Qualifications

  • Certified Financial Planner®
  • Bachelor of Business Administration, Vanguard University of Southern California
  • Series 6
  • Series 7
  • Series 63
  • In financial services industry since 2006

Roles & Responsibilities

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

Kyle Chandler

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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Marta Benson

Marta Benson

Client Service Coordinator

TJ Dicker

TJ Dicker

Operations Manager,

Chief Operating Officer

Qualifications

  • Series 7
  • Series 66
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Lyndsay McEntee

Lyndsay McEntee

Marketing Consultant

Brittany Olsen

Brittany Olsen

Client Service Coordinator

Griffin Lake

Griffin Lake

Paraplanner

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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Tiara Pajimola

Tiara Pajimola

Client Service Coordinator