About us

AS AN INDEPENDENT, EMPLOYEE-OWNED FIRM, WE ARE INDIVIDUALLY, AND AS A TEAM, DEDICATED TO YOUR FINANCIAL SUCCESS.

Smiling grandfather and two grandchildren in pool

EMPOWERED TO EMPOWER

Each of us brings unique expertise and perspectives, helping us deliver stronger strategic solutions for our clients.

CLARITY AND CONFIDENCE

We are here to meet and exceed your expectations with highly credentialed advisors and a team-oriented approach that delivers results through customized financial plans and investment strategies. We limit the number of clients each advisor takes on and enjoy a high client retention rate.

OUR TEAM

Darcy Johnson
Darcy Johnson
Chief Executive Officer
Di Thigpen-Shankles
Di Thigpen-Shankles
Client Service Associate
Hayden Wieck
Hayden Wieck, CFA
Associate Portfolio Manager
Irene Martel
Irene Martel
Client Service Associate
Janet Welcher
Janet Welcher, AEP®, CFP®
Managing Director
John Richmond
John Richmond, CFP®, CTFA
Associate Advisor
Kathryn Haggitt Fisher
Kathryn Haggitt Fisher, AEP®, CFP®
Director of Financial Planning and Senior Advisor
Matthew Wilkins
Matthew Wilkins, CFP®
Chief Operating Officer
Michelle Mathieu
Michelle Mathieu, CFA, CAIA®
Chief Investment Officer
Robert Kuehn
Robert Kuehn, CFA
Co-founder Emeritus
Tim Clark
Tim Clark, CFA
Director of Research and Portfolio Manager
Interested in joining our dynamic team?
Connect with us to learn about open positions.

YESTERDAY, TODAY AND TOMORROW

Founded in 2007, Fulcrum has always had a commitment to our clients and our community. As an employee-owned firm and woman-led organization with CEO Darcy Johnson at the helm, we continue to provide uncompromising client service. As we grow, our focus is on delivering financial success to you and sustainability to our communities. We’re proud of the work we do and appreciate the recognition from our industry and the region.