Contact Us

Multnomah Group


111 SW 5th Avenue, Suite 4000
Portland, OR 97204

P: (503) 772-0159
P: (888) 559-0159

info@multnomahgroup.com

Click here for a map of our location.

To contact one of our consultants directly, click here




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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

Principal

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

Principal

Brian Montanez is a principal at Multnomah Group.

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Charles Warren, AIF, C(k)P

Principal

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

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Joe Fleischmann, AIF

Principal

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

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David Williams, CFA

Principal

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

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Hailey Fields

Principal

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

Consultant

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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Chad Greenwood

Retirement Plan Analyst

Chad Greenwood is a retirement plan analyst for Multnomah Group.

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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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Latest from the Blog

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SECURE 2.0 introduced a variety of optional provisions that allow individuals to make penalty-free withdrawals from their ... Read more

Featured Webinars

Upcoming Webinar: Understanding Fiduciary Duty - Hiring a Service Provider

Join us as we delve into our Fiduciary Training Program focused on your fiduciary duties as it related to hiring a service provider to your plan.

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