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.

We are a 100% fee-for-service independent retirement plan consulting firm. We guide our clients toward better outcomes by navigating around complexities to practical and proven solutions, without outside influences navigating our narrative. Fueled by what is best for plan sponsors and their employees, our focus is on our clients, not our own self-interest.

Below we highlight the values of our organization which serve as the foundation for what has allowed us to successfully partner with so many institutions for nearly 20 years. We have an unwavering focus to serve our clients with excellence.

To do so, we strive to: 

Our values

Our History

Multnomah Group is a 100% employee-owned firm organized as an S-corporation with no parent, investor, or affiliate relationships. 

In November 2003, founding principals Erik Daley and Scott Cameron launched a company where they could provide independent retirement plan consulting services to employers. Both had been on the vendor side of the industry and recognized the disconnect between plan sponsors and retirement plan vendors, and how, more often than not, vendors focused on what was best for business, not for 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. They sought investments from family and invested their own capital to create an employee-owned firm. 
How an organization structures itself plays directly into how it operates, makes decisions, and serves clients, as well as how it boosts its employees’ performance and creativity. As a plan fiduciary, it’s important for you to know the different structures of institutional retirement plan consulting organizations, the benefits and drawbacks of each structure, and why we feel our way is the most beneficial to you and your participants.

Our way

Today, Multnomah Group’s priority is the same as in 2003, to help clients create a world-class retirement plan for their participants without the shadow of conflicts or shareholders. We help plan sponsors understand the responsibilities and navigate the complexities of overseeing their retirement plan. Our annual fiduciary program focuses on a plan sponsor’s fiduciary requirements for investment oversight, vendor and plan management, and plan governance, creating a comprehensive strategy to arm them with the tools and knowledge to have a positive impact on their retirement plan. We do this through a practical approach by focusing on the plan sponsor, their plan, and their participants, not the industry or the vendors within it. We work in partnership with our plan sponsor clients and their benefits, human resources, and finance teams to design and implement a retirement program that aids participants in achieving a successful retirement.  

Frequently Asked Questions

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

A: Our nine consultants, one investment analyst, our business development consultant, and three financial planners are licensed as investment adviser representatives of the firm. Our remaining 10 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 Washington, Oregon, California, Texas, and Colorado.

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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and our experience assisting retirement plan sponsors.

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


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

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Brian Montanez, CIMA®, AIF, CPFA, CPC®, TGPC


Brian Montanez is a principal at Multnomah Group.

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Charles Warren, AIF, C(k)P


Charles Warren is a principal and retirement plan consultant for Multnomah Group.

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Joe Fleischmann, AIF


Joe Fleischmann is a principal and retirement plan consultant for Multnomah Group. 

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David Williams, CFA


David Williams is a principal of Multnomah Group and serves as the director of investment services.

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Hailey Fields


Hailey Fields is a principal of Multnomah Group and serves as the director of vendor services.

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Greg Johnson, J.D.

Senior Consultant and Director of ERISA Technical Services

Greg is a senior consultant and the director of ERISA technical services at Multnomah Group.

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Breion Rollins, QKA, CPFA, SPHR


Breion Rollins is a consultant for Multnomah Group.

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Candace Finn

Retirement Plan Analyst

Candace Finn is a retirement plan analyst at Multnomah Group.

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Caryn Sanchez

Senior Investment Analyst

Caryn Sanchez is the senior 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, IACCP®

Chief Compliance Officer

Becki Koldsbaek is the chief compliance officer for Multnomah Group.

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Amy Barber, JD

Senior Financial Advisor

Amy Barber is a senior financial advisor for Multnomah Group.

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David Imhoff, CFP®

Financial Planner

David Imhoff is a financial planner for Multnomah Group.

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Nelson Rutherford, CPA/PFS, CFP®

Senior Financial Advisor

Nelson Rutherford is a senior financial planner for Multnomah Group. With more than three decades of financial planning experience, Nelson works with individuals and families on their tax planning, retirement plan design and consulting, and personal financial planning. He has also assisted trustees and sponsors in managing their retirement plan, charitable, institutional, and beneficiary wealth.

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Brittanie Abayare

Retirement Plan Analyst

Brittanie Abayare is a retirement plan analyst for Multnomah Group

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Rona Remoket Warren

Retirement Plan Analyst

Rona Remoket Warren is a retirement plan analyst for Multnomah Group.

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Rebecca Dobson

Investment Analyst

Becca Dobson is an investment analyst for Multnomah Group.

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Brian Murphy

Business Development Consultant

Brian Murphy is a business development consultant at Multnomah Group.

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Hailey Cox

Investment Operations Analyst

Hailey Cox is an investment operations analyst at Multnomah Group.

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