About Us

 

Who We Are


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.

Our History

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 fifteen years of helping clients meet their obligations and achieve their goals, we’ve grown to a practice serving clients from coast to coast.

Frequently Asked Questions

Q: How many of your employees are investment adviser representatives (IARs)?

A: Our eight consultants, two investment analysts, one associate consultant, and one client operations associate are licensed as investment adviser representatives of the firm. Our remaining six employees provide non-investment-related analysis or administrative support and therefore are not licensed as IARs.

Q: Where are you located?

A: Multnomah Group's office is located in Portland, Oregon. We have consultants located in Northern California, Southern California, Washington, and Oregon.

Q: What industry recognition has your firm received?

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.

Interested in more information about Multnomah Group?


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Our Team


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.

Erik Daley, CFA

Managing Principal

Erik Daley is the managing principal for Multnomah Group.

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Scott Cameron, CFA

Chief Investment Officer

Scott Cameron is the chief investment officer for Multnomah Group and a co-founding principal of the firm.

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Brian Montanez

Principal

Brian Montanez is a principal at Multnomah Group.

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Bonnie Treichel

Senior Consultant

Bonnie M. Treichel is a senior consultant for Multnomah Group.

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Alan Dick

Regional Director

Alan Dick is a regional director for Multnomah Group.

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Rex Kim

Senior Consultant

Rex Kim is a senior consultant for Multnomah Group.

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David Williams, CFA

Senior Consultant

David Williams is a senior consultant for Multnomah Group.

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Hailey McLaughlin

Associate Consultant

Hailey McLaughlin is the associate consultant for Multnomah Group.

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Megan Hill

Lead Benefit Analyst

Megan Hill is the lead benefit analyst for Multnomah Group.

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Candace Howell

Benefit Analyst

Candace Howell is a benefit analyst at Multnomah Group.

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Tina Beltrone, CFA

Senior Investment Analyst

Tina Beltrone is a senior investment analyst for Multnomah Group.

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Caryn Sanchez

Investment Analyst

Caryn Sanchez is an investment analyst at Multnomah Group.

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Jennifer Tamayo

Office Coordinator

Jennifer Tamayo is the office coordinator for Multnomah Group.

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Lindsey Knopik

Marketing Manager

Lindsey Knopik is the marketing manager for Multnomah Group.

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Becki Koldsbaek

Compliance Support Specialist

Becki Koldsbaek is the compliance support specialist for Multnomah Group.

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David Imhoff

Client Operations Associate

David Imhoff is the client operations associate for Multnomah Group.

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Chris Brookes

Investment Operations Analyst

Chris Brookes is the investment operations analyst for Multnomah Group.

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Out With the DOL Rule and In With the SEC Rule:
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We review the current state of the retirement plan industry as it relates to standards of conduct that govern financial professionals. 

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