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 Jeb Steed

Jeb Steed


Senior Investment Counselor


About Jeb

Jeb joined Fisher Investments in 2007. He has worked in the financial services industry since 1998, with experience in equity trading and client services. He earned a Bachelor of Science in Finance from Portland State University.

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.

Narra Megli, CFP®

Financial Planning Counselor

Narra joined Fisher Investments in 2024 and has worked in the financial services industry for more than 25 years. Previously, she worked in life insurance case design and was a corporate bond trader and fixed income portfolio manager. In addition to being a CFAยฎ Charterholder and CFPยฎ professional, Narra has a Bachelor of Science in Finance from Northern Illinois University.

Dylan Hensley, CFP®

Financial Planning Counselor

Dylan joined Fisher Investments in 2019. He has worked in the financial services industry for over 10 years. Previously, he worked at Fidelity. In addition to being a CFPยฎ professional, Dylan earned a Bachelor of Science in Business from Fort Lewis College.

JP Fridy

Estate Planning Professional

JP joined Fisher Investments in 2021 and has more than 16 years of legal experience. Previously, he practiced law in Pennsylvania, specializing in estate planning, public finance, complex commercial litigation and family law. JP earned his JD from the University of Pittsburgh School of Law and a Bachelor of Arts from the University of Pittsburgh.

Riley Smith

Portfolio Analyst

Riley joined Fisher Investments in 2017. In the Portfolio Evaluation Group, Riley specializes in personalized portfolio analysis and investment strategy recommendations.

Matt Elliott

Associate Investment Counselor

Matt joined Fisher Investments in 2018. Before becoming an Associate Investment Counselor in 2022, he served as an Operations Associate and a Client Development Specialist. Matt earned a Bachelor of Arts in Economics with Entrepreneurial Business from the University of Colorado.

Daniel Blanchard

Client Service Specialist

Daniel joined Fisher Investments in 2026. He earned a Bachelor of Arts in Digital Technology and Culture from Washington State University.

Trent Lee

Client Services Specialist

Trent joined Fisher Investments in 2023. He earned a Bachelor of Business Administration in Finance from McMurry University.

Logan McFeron

Client Service Specialist

Logan joined Fisher Investments in 2025.