The Team

Fulcrum Wealth Management Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Matthew Jeannes

Matthew Jeannes

Financial Advisor

More about me...

Designations

CPWA®, JD, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investment Management

Education

University of California, Hastings College of the Law -- J.D. 2010, University of Washington, Foster School of Business -- B.A. Business Administration - Finance 2007

VISIT MY WEBSITE

Kevin Harrell

Kevin Harrell

Financial Advisor

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Designations

CRPC®, CLU®, APMA®, CLTC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance

Education

University of Nevada, Reno- B.S. Finance & Economics 2007

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Leanne Fenton

Leanne Fenton

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Small Business
  • Cash Flow Management Strategies
  • Family Finances
CA Insurance #0H78113

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Justin Samples

Justin Samples

Private Wealth Advisor

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Designations

CRPC®, AWMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Education

B.A. Finance and Economics, Linfield College, McMinnville, OR
CA Insurance #0I75584

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Devlin Carothers

Devlin Carothers

Financial Advisor

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Designations

CFP®, BFA, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Financial Strategies for LGBTQ Couples and Families

Education

Bachelor of Science, Business Administration, University of Oregon, 1997-2000
CA Insurance #0H47277

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Vieng Bounnam

Vieng Bounnam

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments

Education

BSBA, International Business, Salem International University, 1999
CA Insurance #0E09867

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Chris Crosby

Chris Crosby

Financial Advisor

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Designations

APMA®, CRPC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

• Bachelor's of Science Sports Management, Business minor, University of the Pacific, Stockton, CA
CA Insurance #0K92297

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Robert Fix

Robert Fix

Financial Advisor

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Designations

CRPC®, CLU®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management

Education

BS, Finance, University of Oregon, Eugene, Oregon

VISIT MY WEBSITE

Eugene A Delarosa

Eugene A Delarosa

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Education

Stanford University, BS Chemical Engineering, 1983

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Thomas Frame

Thomas Frame

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

University of Colorado - B.A. Economics 1979

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Our Staff

Jenna Busick

Jenna Busick

Office Manager

Client Service Coordinator
Kaitilin Newman

Kaitilin Newman

Client Service Coordinator

Administrative Assistant
David McKinney CRPC<sup>®</sup>

David McKinney CRPC®

Investment Specialist

Operations Manager
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Qualifications

  • Series 6
  • Series 7
  • Series 65
Justin Davis, CRPC<sup>®</sup>

Justin Davis, CRPC®

Financial Planning Specialist

Chartered Retirement Planning Counselor℠
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Qualifications

  • Series 6
  • Series 7
  • Series 66
Marta Benson

Marta Benson

Client Service Coordinator

TJ Dicker

TJ Dicker

Operations Manager

Chief Operating Officer
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Qualifications

  • Series 7
  • Series 66
Lyndsay McEntee

Lyndsay McEntee

Marketing Consultant

Brittany Olsen

Brittany Olsen

Client Service Coordinator

Carlee Avina

Carlee Avina

Client Service Coordinator