Meet Your Dedicated Team

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.

Senior Investment Counselor Carson Wall

Carson Wall


Senior Investment Counselor


About Carson

Carson joined Fisher Investments in 2015. Prior to becoming an Investment Counselor, he served on the Portfolio Evaluation Groupโ€™s research team. He earned a Bachelor of Business Administration in Actuarial Science from the University of Wisconsin.

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.

Kumar Phillips

Financial Planning Counselor

Kumar joined Fisher Investments in 2014 and has worked in the financial services industry for more than 10 years. Previously, he worked in equity research. In addition to being a CFPยฎ and CPWAยฎ professional, Kumar has a Bachelor of Science in both Finance and Marketing from Portland State University.

Lisa Alan

Estate Planning Professional

Lisa joined Fisher Investments in 2024 and has more than 25 years of legal experience. Previously, she practiced law in Oregon, specializing in estate planning, small business law and real estate. Lisa holds a Bachelor of Arts in International Studies from the University of Washington and earned her JD with a federal tax certificate from Lewis and Clark Law School.

Victor Velez

Portfolio Analyst

Victor joined Fisher Investments in 2014. In the Portfolio Evaluation Group, Victor specializes in personalized portfolio analysis and investment strategy recommendations.

Bryce Walker

Associate Investment Counselor

Bryce joined Fisher Investments in 2019. Before becoming an Associate Investment Counselor in 2023, he served as an Operations Specialist. Previously, he worked as an account executive in the MLS. Bryce earned a Bachelor of Finance from the University of Central Florida.

Renae Wallen

Client Services Specialist

Renae joined Fisher Investments in 2024. She earned a Bachelor of Science in Business Administration from the University of Florida.

Zachary Wagner

Client Services Specialist

Zachary joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from Oregon State University.

Bailey Rogers

Client Services Specialist

Bailey joined Fisher Investments in 2023. He earned a Bachelor of Science in Psychology from Washington State University.