Broker Check

Team

 

Sarah Carlson, CFP®, CLU®, ChFC®

Founder, Private Wealth Advisor

(509) 747-2075

(509) 456-2438

I help successful people work toward the goal of living their very best lives.Although many people think money can’t “buy” happiness, I know from experience that it certainly can help. With wealth often comes anxiety,...

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Travis R. Messinger

Associate Wealth Advisor

(509) 747-2075

(509) 456-2438

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...

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Lacey Kerr

Director of Administration

509-747-2075

509-456-2438

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....

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Elli Saywers

Administrative Assistant

509-747-2075

509-456-2438

Elli graduated with a Business Administration degree from Eastern Washington University. Originally from Camas, Washington, she moved to Spokane for college and has called it home ever since. She transitioned to the financial advising...

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