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:
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.
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.
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.
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.
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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.
Erik Daley is the managing principal for Multnomah Group.
Scott Cameron is the chief investment officer for Multnomah Group and a co-founding principal of the firm.
Brian Montanez is a principal at Multnomah Group.
PrincipalCharles Warren is a principal and retirement plan consultant for Multnomah Group.
PrincipalJoe Fleischmann is a principal and retirement plan consultant for Multnomah Group.Â
David Williams is a principal of Multnomah Group and serves as the director of investment services.
Hailey Fields is a principal of Multnomah Group and serves as the director of vendor services.
Senior Consultant and Director of ERISA Technical Services
Greg is a senior consultant and the director of ERISA technical services at Multnomah Group.
Breion Rollins is a consultant for Multnomah Group.
Retirement Plan Analyst
Candace Finn is a retirement plan analyst at Multnomah Group.
Senior Investment Analyst
Caryn Sanchez is the senior investment analyst at Multnomah Group.
Jennifer Tamayo is the office coordinator for Multnomah Group.
Lindsey Knopik is the marketing manager for Multnomah Group.
Chief Compliance Officer
Becki Koldsbaek is the chief compliance officer for Multnomah Group.
Senior Financial AdvisorAmy Barber is a senior financial advisor for Multnomah Group.
David Imhoff is a financial planner for Multnomah Group.
Senior Financial AdvisorNelson 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.
Retirement Plan AnalystChad Greenwood is a retirement plan analyst for Multnomah Group.
Retirement Plan Analyst
Brittanie Abayare is a retirement plan analyst for Multnomah Group
Retirement Plan AnalystRona Remoket Warren is a retirement plan analyst for Multnomah Group.
Becca Dobson is an investment analyst for Multnomah Group.
Business Development ConsultantBrian Murphy is a business development consultant at Multnomah Group.
Investment Operations AnalystHailey Cox is an investment operations analyst at Multnomah Group.
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