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Investment Counselor

Fisher Investments

Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service team to deliver a comprehensive and cohesive approach to addressing all of your wealth management needs. Kevin joined Fisher Investments in 2008. He has worked in the financial services industry since 1999, with experience at Fidelity. He earned a Bachelor of Science in Political Science from Siena University. Specialized Service Team Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you. Joel joined Fisher Investments in 2018. He began working in the financial services industry in 2011. Previously, he worked as a Financial Advisor with Park Avenue Securities and PNC Investments. In addition to being a CFP , EA and CEPA professional, Joel earned a Bachelor of Arts in Economics from Grove City College. Ben joined Fisher Investments in 2021. He has worked in the financial services industry for over 9 years and was an Investment Counselor with Fisher for 3 of those years. He earned a Bachelor of Arts in Finance from the University of Evansville. Scott joined Fisher Investments in 2024 and has more than 30years of legal experience. Previously, he practiced law in Oregon, specializing in estate planning, business succession and real estate. He is a licensed attorney in Oregon. Scott earned his JD from Lewis and Clark College’s Northwestern School of Law and a Bachelor of Arts in Interdisciplinary Studies from American University. John Shickich John joined Fisher Investments in 2022. Previously, he practiced law in Oregon where he focused on estate planning, probate, trust administration and elder law. He is a licensed attorney in Oregon. John earned his JD from the University of Oregon School of Law and Bachelor of Arts in economics and business administration from the University of Puget Sound. Chris Huelsmann Chris joined Fisher Investments in 2003. In the Portfolio Evaluation Group, Chris specializes in personalized portfolio analysis and investment strategy recommendations. Chris earned a Bachelor of Science in Business and Finance from Eastern Illinois University. Associate Investment Counselor Chase joined Fisher Investments in 2018. Before becoming an Associate Investment Counselor in 2020, he served as an Operations Associate. Chase earned a Bachelor of Science in Business Administration and Finance from the University of Oregon. Jacob Halvorson Client Service Specialist Jacob joined Fisher Investments in 2025. He earned a Bachelor of Arts in Finance at Washington State University. Client Service Specialist Noah joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from the University of Kansas. Client Service Specialist Deborah joined Fisher Investments in 2025. She earned a Bachelor of Arts in Visual Arts from Taylor University. #J-18808-Ljbffr

Vacancy posted 1 day ago
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