We’re for smaller companies that think big.

Nathan Fisher

CEO & Founder

Nathan Fisher, Founder and CEO of Fisher\SMB™,  looked across the retirement industry and saw an opportunity. He sought to bring small and mid-sized businesses and their employees the same level of expertise, investment quality, and dedicated employee service that larger corporations enjoy. Under his guidance, Fisher\SMB grew to become one of America’s top fiduciary retirement plan advisers and is the fastest-growing retirement plan adviser of its kind ⁵.

As the vision setter, team builder, culture creator, and chief accountability officer, Nathan listens to his team and our clients for ideas he can build on, addressing big problems piece by piece until they’re solved. Yes, he has degrees from UC Davis and UCLA. And yes, he’s worked in financial services for two decades. But the bona fide he’s most proud of is the team he’s helped build and the results they deliver for SMBs and their employees.

Katie Hart

Group Vice President of Operations

Katie Hart has been part of Fisher\SMB™ since its founding, but still feels like she’s growing. As Fisher\SMB’s Group Vice President of Operations, she wants everyone to enjoy that same feeling. That’s why she’s made it her mission to provide difference-making tools and institute processes that foster growth in teams and individuals. 

Her human-centered approach to operations and human capital means a high-performing team is more than its efficiency stats and KPIs. Through collaboration and transparency, Katie works to help each person at Fisher\SMB be their best.  

Heather Wolfsmith

Group Vice President of Client Acquisition

Heather Wolfsmith, Group Vice President of Client Acquisition, grew up listening to her entrepreneur parents talk about the struggles and triumphs of running a business. Today, she uses the lessons they taught her to help our prospective small and mid-sized business clients build something greater: a successful retirement for their employees. 

A natural creator and collaborator, Heather pushes boundaries and embraces big challenges. Her passion and vision inspire others to see beyond the ordinary and make a lasting impact on those she serves. For Heather, SMB is more than just a market, it’s in her DNA.  

Chip Oxendine

Group Vice President of Technology

When it comes to technology for SMBs, Chip Oxendine, Group Vice President of Shared Services, has nearly done it all.  

Chip builds, maintains, and improves technology systems that deliver lasting value. Over his long career, he’s built integrated platforms, developed enterprise-level project management practices, built world-class payment systems, and scaled international operations for private equity portfolio companies. For Fisher\SMB™, Chip continues to innovate and improve our technology so that he can continue to offer SMBs an exceptional level of service. 

Alex Queen

Group Vice President of Client Service

Alex Queen, Group Vice President of Client Service, has just about done it all in the financial services world. Before joining Fisher\SMB™, he worked at a full-service brokerage, a discount brokerage, and an RIA. So, when Fisher\SMB needed to put together a team of retirement plan specialists to serve business owners and their employees, Alex was the obvious call. 

Today, he leads a team of 70+ retirement specialists serving 1,800+ SMBs. As a leader, he believes that if you invest in people, it pays off, not only for them, but for everyone, including clients and their employees. This virtuous cycle fuels everything Alex does and keeps him and his team working to be their best every day. 

Alex received his undergraduate degree from the University of Wisconsin-Milwaukee. He lives in the Dallas-Fort Worth Area with his family. 

David Allred

AVP of Retirement Plan Consulting

David leads our Retirement Plan Consulting division, delivering retirement plan services that fit the goals of business owners and employees. With over 21 years in financial services, he uses his background in tax mitigation, retirement plan design, business continuity planning, and employee engagement to develop solutions for the quality retirement plan services of clients. David began his financial services career at Morgan Stanley in private wealth management. He’s also served in leadership roles at Charles Schwab and E*Trade. He is a Certified Wealth Strategist (CWS®) and a Chartered Retirement Planning Counselor (CRPC®).

Kyle Clark

Business Engagement Team Leader

Kyle leads our Business Engagement team to acquire retirement plans that could benefit from a plan advisor who puts employees first. With over a decade of service experience with Fisher\SMB, he is an expert when it comes to business development and management. Kyle graduated from Washington State University with a degree in Finance. He is based in Portland, Oregon, with his wife and two children.

Greg Grooms

Retirement Plan Consultant Regional Manager

With over 15 years of experience, Greg has dedicated the majority of his career to specializing in retirement plans. His deep understanding of Fisher\SMB’s service offerings stems from his time as a Retirement Counselor and his leadership roles within our service organization. Now a key member of our client acquisition team, Greg serves as a subject matter expert, guiding prospective clients toward more effective retirement solutions.

Jordan Austrian

Retirement Plan Consultant

Jordan helps business owners and employees understand the power of their retirement plans. He consults with businesses to develop high-quality plan services and provides education that helps employees be more strategic about their retirement. Jordan’s interest in financial services began at CNBC, where he worked on shows such as “Fast Money.” He’s also worked at ADP and is an Accredited Retirement Plan Consultant (ARPC).

David Bui

Retirement Plan Consultant

David provides strategic guidance to organizations of all sizes, helping them deliver goal-based retirement plan services that meet the needs of businesses and employees. He also works with plan sponsors to help them maximize their plan. With a background in law enforcement, IT, and personal wealth management, David brings a unique perspective to navigating the complexities of retirement planning. He is an Accredited Retirement Plan Consultant (ARPC) and a Professional Plan Consultant® (PPC®).

Pete Calvo

Retirement Plan Consultant

Pete helps businesses provide retirement plans that focus on long-term goals. As a consultant with more than a decade of experience helping people save for retirement, Pete works to bring knowledge and value to his clients. He started his career at M&T Bank and went on to Fidelity Investments as a financial consultant. He is an Accredited Retirement Plan Consultant (ARPC ®).

Matthew Huddleston

Retirement Plan Consultant

Matthew works with small and mid-sized businesses to help them improve their retirement plans — for the business and its employees. Matthew has spent 25 years in financial services. With this deep experience, he helps business owners and employees get more from their plans so that they can all get the retirement they deserve.

Ed Johnsen

Retirement Plan Consultant

Ed helps small and mid-sized business owners and their employees get more from their retirement plans. With nearly 20 years of financial services experience, he specializes in crafting plan services tailored to the needs of each business. Ed began his financial services career with The Hartford and went on to MassMutual before forming his own boutique firm that took a more personalized approach to 401(k) planning. In 2015, he joined Fisher Investments 401(k) Solutions to continue his work of putting clients first. He is an Accredited Retirement Plan Consultant (ARPC).

Justin McDonald

Retirement Plan Consultant

Justin works with small and mid-sized business executives to improve outcomes for owners, leaders, and employees. A problem solver with deep financial planning experience, Justin takes a proactive approach to helping individuals save more for retirement. Justin began his career in finance at Morgan Stanley, has worked at an RIA firm, and at Wells Fargo, helping clients save for retirement by managing risk and recognizing opportunity. He is a Chartered Retirement Planning Counselor (CRPC®).

Jeff Sego

Retirement Plan Consultant

Jeff serves as a Retirement Plan Consultant, where he helps Plan Sponsors and their employees implement retirement planning strategies that align with their long-term goals. With over 15 years of experience in B2B sales, Jeff brings a strategic, client-focused approach to every relationship. With a strong emphasis on participant education and high-quality investment offerings, Jeff is committed to making retirement planning accessible and effective for all participants. As a former small business owner himself, Jeff understands firsthand the challenges and needs of a small business. He brings that experience to this role, offering practical solutions and personalized guidance to help clients make confident decisions about their retirement plan.

Colin Smith

Retirement Plan Consultant

Colin provides support and guidance to plan sponsors who want to provide high-quality retirement plan services for their businesses. Colin has been providing exceptional service to Fisher\SMB clients and their employees for more than 20 years.

Nick Wolejsza

Retirement Plan Consultant

Nick works closely with plan sponsors to help them evaluate their options and choose the retirement plan services that are best for owners, employees, and the long-term health of the business. Nick started his career at Fidelity Investments, where he saw the difference a high-quality retirement plan can make in someone’s life. He also served business owners in roles at Paychex and TD Ameritrade. He is a Certified Financial Planner (CFP®).