Multnomah Group was founded in Portland, a city with a culture built by artisans who demonstrate added care, passion, and pride in what they craft. That mindset drives us to keep our target on creating forward-thinking, highly-customized plans as unique as the needs of our clients.
Multnomah Group is a 100% fee-for-service independent retirement plan consulting firm. We serve our clients as fiduciaries to their plan. Our focus within the retirement plan marketplace and our conflict-free structure enable us to serve as a trusted partner to our clients. We don’t tell plan sponsors what to do. We educate and inform plan sponsors enabling them to make sound decisions informed by the data, knowledge, and experience that we have accumulated.
At Multnomah Group, we view each of our client engagements as a partnership. Within this partnership, we seek to learn about you, your culture, and your goals. We utilize our collective knowledge and experience to assist you in reaching your objectives.
Founded by Erik Daley and Scott Cameron in 2003 to serve the needs of plan sponsors looking for objective, bias-free advice. Before founding the firm, Erik and Scott worked for the Portland, Oregon office of a national retirement plan services firm that provided bundled recordkeeping, administration, and investment advisory services.
Working on the vendor side of the business, Erik and Scott saw daily the struggle between retirement plan vendors and their plan sponsor clients. Too often, vendors focus on doing what is best for their business, rather than what is best for their clients. In starting Multnomah Group, Erik and Scott wanted to work directly with plan sponsor clients, unconstrained by the limitations of any single vendor platform.
Multnomah Group was initially started to provide retirement plan consulting services to regional clients in the Pacific Northwest.
After more than fifteen years of helping clients meet their obligations and achieve their goals, we’ve grown to a practice serving clients from coast to coast.
A: Our eight consultants, two investment analysts, and one financial planner are licensed as investment adviser representatives of the firm. Our remaining seven employees provide non-investment-related analysis or administrative support and therefore are not licensed as IARs.
A: Multnomah Group's office is located in Portland, Oregon. We have consultants located in Washington, Oregon, California, Texas, and Colorado.
A: We are proud of the recognition we have received for providing clients with forward-thinking, objective investment advisory service. To learn about our recognitions, please click here.
Fill out the form below for more information about Multnomah Group's services
and our experience assisting retirement plan sponsors.
Our team of dedicated professionals bring diverse backgrounds and experience to Multnomah Group.
Together, we are committed to helping retirement plan sponsors create and maintain successful retirement plans.
Our collaborative approach to client service ensures that clients have access to the best resources within our organization.
Managing Principal
Erik Daley is the managing principal for Multnomah Group.
Chief Investment Officer
Scott Cameron is the chief investment officer for Multnomah Group and a co-founding principal of the firm.
Principal
Brian Montanez is a principal at Multnomah Group.
Senior Consultant and Director of Investment Services
David Williams is a senior consultant and the director of investment services for Multnomah Group.
Senior Consultant and Director of ERISA Technical Services
Greg is a senior consultant and the director of ERISA technical services at Multnomah Group.
Consultant and Director of Vendor Services
Hailey McLaughlin is a consultant director of vendor services for Multnomah Group.
Retirement Plan Analyst
Candace Finn is a retirement plan analyst at Multnomah Group.
Senior Investment Analyst
Tina Beltrone is a senior investment analyst for Multnomah Group.
Investment Analyst
Caryn Sanchez is an investment analyst at Multnomah Group.
Office Coordinator
Jennifer Tamayo is the office coordinator for Multnomah Group.
Marketing Manager
Lindsey Knopik is the marketing manager for Multnomah Group.
Chief Compliance Officer
Becki Koldsbaek is the chief compliance officer for Multnomah Group.
Financial Planner
David Imhoff is a financial planner for Multnomah Group.
Retirement Plan Analyst
Chad Greenwood is a retirement plan analyst for Multnomah Group.Investment Operations Analyst
Max Jundt is an investment operations analyst at Multhomah Group.Retirement Plan Analyst
Rachel Coons is a retirement plan analyst for Multnomah Group
We review the current state of the retirement plan industry as it relates to standards of conduct that govern financial professionals.
The U.S. economy expanded in the final quarter of 2020 (the most recent data available) at a 4.3% annual pace. This ... Read more
We are proud to share that David Imhoff, our financial planner, has obtained his CERTIFIED FINANCIAL PLANNER™ certification! Read more
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