1155 SW Morrison Street
Ste 501
Portland, OR 97205
P: (503) 772-0159
P: (888) 559-0159
info@multnomahgroup.com
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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.
Principal
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.
Principal
Charles Warren is a principal and retirement plan consultant for Multnomah Group.Principal
Joe Fleischmann is a principal and retirement plan consultant for Multnomah Group.Principal
David Williams is a principal of Multnomah Group and serves as the director of investment services.
Senior Consultant and Director of ERISA Technical Services
Greg is a senior consultant and the director of ERISA technical services at Multnomah Group.
Director of Vendor Services
Emily Zinn is the director of vendor services at Multnomah Group.Associate Consultant
Becca Dobson is an associate consultant for Multnomah Group.
Senior Manager Research Analyst
Caryn Sanchez is the senior manager research analyst at Multnomah Group.
Client Service Coordinator
Jennifer Tamayo is a client service coordinator for Multnomah Group.
Marketing Manager
Lindsey Knopik is the marketing manager for Multnomah Group.
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.Investment Operations Analyst
Rona Remoket Warren is an investment operations analyst at Multnomah Group.Investment Operations Analyst
Hailey Cox is an investment operations analyst at Multnomah Group.Investment Analyst
Stella Harkness is an investment analyst for Multnomah Group.Financial Planner
Timothy Slevin-Vegdahl is a financial planner for Multnomah Group.Article Key Takeaways Beginning in 2026, employees age 50+ earning more than $150,000 in prior-year FICA wages must make ... Read more
Article Key Takeaway A recent criminal case involving a third-party administrator (TPA) highlights the Employee Benefits ... Read more
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