Our advisors

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

Devlin Carothers

CFP®, BFA™, APMA™, CPWA®

Private Wealth Advisor

Certified Private Wealth Advisor®
Learn more about Devlin Carothers Visit Devlin Carothers's website

Vieng Bounnam

CFP®, APMA™, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Vieng Bounnam Visit Vieng Bounnam's website

Robert Fix

CRPC™

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Robert Fix Visit Robert Fix's website

Chris Crosby

APMA™, CRPC™

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Chris Crosby Visit Chris Crosby's website

Matthew Jeannes

JD, CPWA®, APMA™

Financial Advisor

Certified Private Wealth Advisor®
Learn more about Matthew Jeannes Visit Matthew Jeannes's website

Kevin Harrell

CFP®, CLU®, CLTC®

Financial Advisor

Insurance Specialist
Learn more about Kevin Harrell Visit Kevin Harrell's website

Kari Hancock

MBA, CFP®, CRPC™, APMA™

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kari Hancock Visit Kari Hancock's website

Burke Lodge

MBA, APMA™

Financial Advisor

Investment Specialist
Learn more about Burke Lodge Visit Burke Lodge's website

Kyle Chandler

CFP®, CRPC™

Financial Advisor

Learn more about Kyle Chandler Visit Kyle Chandler's website

Rod Muzzy

Financial Advisor

Learn more about Rod Muzzy Visit Rod Muzzy's website

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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Tiffany Marple

Tiffany Marple

Client Service Coordinator

Roles & Responsibilities

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