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

Senior Investment Operations 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

Senior Vendor Analyst

Brittanie Abayare is a retirement plan analyst for Multnomah Group

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Rona Remoket Warren

Investment Operations 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

Litigation Update: Targeting Managed Account Services

An ERISA lawsuit has been filed against Bechtel, a large engineering company, naming Bechtel’s board and retirement ... Read more

SECURE 2.0:  Considerations in Offering After-tax Employer Contributions

One optional provision in SECURE 2.0 allows employees to have employer matching and non-elective contributions made as ... Read more

Featured Webinars

Upcoming Webinar: Retirement Plan Service Agreements

Are you navigating the complexities of retirement plan service agreements? Do you want to ensure you're equipped with the knowledge to understand how the contract operates and ERISA considerations, as well as gain tips on pre-contract preparations and contract review? Davis Wright Tremaine and Multnomah Group are presenting a joint webinar to help guide you through retirement plan service agreements.

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