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 John Thornell

John Thornell, CFPยฎ


Senior Investment Counselor


About John

John joined Fisher Investments in 2016. He has worked in and around the financial services industry since 2005, with experience managing a family office for an ultra-high net worth family and as an accountant. In addition to being a CFPยฎ professional, he earned a Bachelor of Arts in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara.

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

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.

Kyle Winter

Estate Planning Professional

Kyle joined Fisher Investments in 2020 and has more than 15 years of legal experience. Previously, he practiced law in Texas, specializing in estate planning, probate and trust administration. Kyle earned his JD from Texas Tech University School of Law and his LLM in Taxation from the University of Washington School of Law.

Madison Mann

Portfolio Analyst

Madison joined Fisher Investments in 2019. In the Portfolio Evaluation Group, Madison specializes in personalized portfolio analysis and investment strategy recommendations.

Tyler Crescenti

Associate Investment Counselor

Tyler joined Fisher Investments in 2018. Before becoming an Associate Investment Counselor in 2022, he served as an Operations Specialist and an Account Executive. Tyler earned a Bachelor of Business Administration in Finance and Accounting from Western Michigan University.

Santiago Carreno

Client Services Specialist

Santiago joined Fisher Investments in 2021. He earned a Bachelor of Arts in Business Administration from the University of Florida.

Trent Lee

Client Services Specialist

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

Sherry Paulin

Client Services Specialist

Sherry joined Fisher Investments in 2024. She earned a Bachelor of Arts in Psychology from the University of Colorado Boulder.