Human Investing

Rebecca Rohleder is a financial advisor at Human Investing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for TIAA-Cref Individual & Institutional Services, LLC for 10 years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, providing financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” process and typically uses broadly diversified, low-cost index funds alongside individual securities.

Cort Morris is a financial advisor at Human Investing with a Series 65 credential and one year of industry experience. Prior to joining Human Investing, he held roles at George Fox University and Edward Jones. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar financial planning process and typically uses diversified, low-cost index funds alongside individual securities.

Marc Kadomatsu is a CFP®, ChFC®, and Series 66-licensed financial advisor with 19 years of industry experience. He has been with Human Investing since 2017 and previously worked at Merriman Wealth Management, LLC. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual securities when appropriate.

Robin Donovan is a financial advisor at Human Investing with a Series 65 license and one year of industry experience. Prior to joining Human Investing, Donovan was self-employed for four years and worked at ST Media Group Intl. for nine years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm uses a proprietary four-pillar “hiPLAN” process and typically constructs portfolios with diversified, low-cost index funds and individual securities.

Austin Pearce is a financial advisor at Human Investing with three years of industry experience. He holds a Series 65 credential and previously worked for Delap LLP for 12 years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, providing financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual stocks and bonds.

Drayton Carlberg is a financial advisor at Human Investing with four years of industry experience. He holds a Series 65 designation and previously worked at the University of Oregon from 2015 to 2020. Human Investing provides financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm manages approximately $1.88 billion in assets across a 14-advisor team and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.

Amanda Earlywine is a financial advisor with Human Investing in Lake Oswego, OR. She holds a Series 65 designation and has two years of industry experience. Prior to joining Human Investing, she worked at St. Cecilia Church and St. Labre Indian School. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, with services such as financial planning, investment management, tax consulting, and workplace advisory. The firm uses a proprietary four-pillar “hiPLAN” financial planning process and typically constructs portfolios with broadly diversified, low-cost index funds alongside individual stocks and bonds.

Nicole Lindblom is a financial advisor at Human Investing in Lake Oswego, OR. She holds a Series 65 designation and began her career at Human Investing in 2024. Prior to this, she worked in education for eight years at George Fox University and local schools. Human Investing offers comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets and utilizes a proprietary four-pillar “hiPLAN” process, with portfolios often constructed using diversified, low-cost index funds and tailored investment strategies.

Cole Thomas is a Series 65-licensed financial advisor with one year of industry experience, currently with Human Investing in Lake Oswego, OR. Prior to joining Human Investing, he worked at Aldrich CPAs + Advisors and has a background that includes roles at George Fox University and Lucky 7 Beverage Company. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and manages approximately $1.88 billion in assets through a team of 14 advisors.

Holly Huddleson is a financial advisor at Human Investing in Lake Oswego, OR, holding a Series 65 designation with one year of industry experience. Prior to joining Human Investing, she worked at Delap LLP for nine years. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm uses a proprietary four-pillar “hiPLAN” process and typically constructs portfolios with broadly diversified, low-cost index funds alongside individual stocks and bonds.

Mitchell Chilcott is a financial advisor at Human Investing with a Series 65 credential and one year of industry experience. Prior to joining Human Investing, he worked at Providence St. Joseph Health for eight years and held positions at Duke University and William Temple House. Human Investing serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering financial planning, investment management, tax consulting, and workplace advisory services. The firm employs a proprietary four-pillar financial planning process and typically uses diversified, low-cost index funds alongside individual stocks and bonds.

David Anderson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Human Investing. His prior experience includes roles at M Financial Group, Financial Advocates Investment Management, and LPL Financial. Outside of finance, he has experience in event planning and self-employment ventures. Human Investing is a multi-team firm that provides financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm uses a proprietary four-pillar “hiPLAN” process and typically constructs portfolios with broadly diversified, low-cost index funds, individual stocks, and bonds.

Andrew Gladhill is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Human Investing since 2014. He is based in Lake Oswego, OR, and works alongside a team of 14 advisors. Human Investing offers financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a proprietary four-pillar “hiPLAN” financial planning process and typically constructs portfolios using broadly diversified, low-cost index funds alongside individual stocks and bonds.

Andrew Nelson is a Series 65-licensed financial advisor with Human Investing in Lake Oswego, OR, where he has worked since 2009. He has 14 years of industry experience. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets for over 1,000 clients and employs a proprietary four-pillar financial planning process combined with diversified, low-cost investment strategies.

William Kellar is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with AndersonFisher LLC dba Human Investing since 2015. In addition to his advisory role, he serves as an adjunct professor at George Fox University, teaching a financial planning course during the fall semester. Human Investing provides comprehensive financial planning, investment management, tax consulting, and workplace advisory services to individual and institutional clients. The firm manages approximately $1.88 billion in assets and employs a proprietary four-pillar financial planning process, typically using broadly diversified, low-cost index funds alongside individual stocks and bonds.