Broker Check



Sarah Carlson launched her business career in 1987 after graduating from Yale University with a degree in Economics.



Read more

An Eastern Washington native, Travis obtained his degree in Economics with an emphasis in Financial Markets from Washington State University. Travis spent several years in the banking industry amongst other ventures before...

Read more

Lacey Kerr

Director of Administration



Lacey received her undergraduate degree and MBA from Whitworth University, where she was an all-conference collegiate softball player. Lacey joined Fulcrum Financial Group in April of 2017 as the Director of Administration....

Read more

Myriam joined Fulcrum Financial as an Administrative Assistant in July 2016 and brings with her extensive international experience. She graduated from Jules Supervielle in Uruguay and from the International Business School in Stuttgart...

Read more