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Get to Know Us

Find a Financial Advisor in Spokane

Fulcrum Financial Group, a financial advisor in Spokane, was founded over two decades ago by Sarah Carlson. As a financial advisor in Spokane, she had a vision to start a company that would go beyond traditional wealth management, solving people’s unique money problems while helping them live their ideal lives. 

Over the years, our team has grown to become a close-knit group of intelligent, compassionate individuals with over 5 decades of collective experience. We enjoy collaborating to address the complexities of your wealth—and as a financial advisor in Spokane, serving you and your family with the kind of thoughtfulness and empathy you deserve.



Meet the Team



Sarah Carlson, CFP®, CLU®, ChFC®, CDFA® Photo
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Sarah Carlson, CFP®, CLU®, ChFC®, CDFA®

Founder, Financial Life Manager

Sarah Carlson, CFP®, CLU®, ChFC®, CDFA®

Founder, Financial Life Manager

(509) 747-2075

scarlson@fulcrumfinancialgroup.com

I help people live their very best lives. 

Although many think money can’t buy happiness, I know from experience that it certainly can help. With wealth often comes anxiety, especially for those with complicated situations. I strive to work closely with you, breaking it all down so it’s simple, easy to understand—and oriented towards the life you aspire to live.

I’ve been in the financial industry my entire career. I founded Fulcrum Financial Group in 1997  to help individuals and families navigate the many complexities that money can bring and move them closer to their goals. 

A graduate of Yale University with a degree in Economics, a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter®, and Chartered Financial Consultant®, I am passionate about education, viewing it as a lifelong endeavor. I hold security registrations 24, 7, 6, 63, 65 through LPL Financial.

As a Certified Divorce Financial Analyst (CDFA®), I am qualified to help clients and lawyers navigate the complex financial decisions that arise during divorce proceedings. 

To learn more about how I can help you pursue your financial goals, call today for a complimentary consultation. 

June 23, 2016 Spokesman Review Article:  Ironman 70.3 competitor bounces back
January 26, 2014 Spokesman Review Article:  Financial planner Sarah Carlson Rieger talks of trust, relationships
May 26, 2012 Spokesman Review Article:  Disability insurance let woman focus on recovery after serious injury

*Fulcrum Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.


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Travis Messinger, CFP®, CEPA® Photo
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Travis Messinger, CFP®, CEPA®

Wealth Advisor

Travis Messinger, CFP®, CEPA®

Wealth Advisor

(509) 747-2075

tmessinger@fulcrumfinancialgroup.com



An Eastern Washington native, Travis obtained his degree in Economics with an emphasis in Financial Markets from Washington State University. 

Soon after getting married, and upon becoming debt-free, Travis’ bride recalled his thoughtful analysis and the steps he took to expedite the payoff. With this in mind, she encouraged him to transition his career from traditional banking to financial planning. 

Travis and his high school sweetheart, Michelle, enjoy raising their daughter and son at their country home in the Palouse. 

Travis joined the Fulcrum Financial Group team in September 2016 as an Investment Advisor Representative of LPL Financial, currently holding securities registrations of the Series 7 and 66 through LPL Financial, as well as life and health insurance licensing. Travis is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor™.

It is a privilege to serve our clients - whether it be saving for retirement, leaving a legacy for future generations, or achieving all the financial goals in between. 

I look forward to helping you pursue your financial vision. 


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Jonna Damiano, RICP®, CDFA® Photo
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Jonna Damiano, RICP®, CDFA®

Wealth Advisor

Jonna Damiano, RICP®, CDFA®

Wealth Advisor

509-747-2075

jdamiano@fulcrumfinancialgroup.com

Born and raised in Spokane, Jonna graduated from Eastern Washington University with a degree in Finance. She began her career as a Financial Advisor shortly after graduation in 1996.

She loved the idea of creating solutions for people and building valuable, long-term relationships. Following her clients’ life paths and researching the numerous financial products and concepts that fit their situation best makes her career so rewarding for Jonna.

As an Advisor, Jonna holds the securities registrations 7 and 65 through LPL Financial as well as insurance licenses. She earned her Retirement Income Certified Professional (RICP®) designation in October 2015 and her Certified Divorce Financial Analyst (CDFA®) in 2024.

Jonna is married with 3 children: A daughter who is attending WSU, and two boys in high school. Attending their football games and other activities keeps their family busy. She has previously been a board member for Boys and Girls Clubs and their high school booster club.

They also love to spend time at the family lake cabin, avid sports fans, and attending many country concerts.


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Callie Johnson Photo
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Callie Johnson

Administrative Marketing Assistant

Callie Johnson
Administrative Marketing Assistant


Callie grew up in Spokane and attended Gonzaga University, where she received a degree in Business Administration. She started a bakery called Made With Love and ran it for ten years before selling it. 

She joined Fulcrum in March of 2025 as the Administrative and Marketing assistant. She loves that she is part of a team that cares for people by supporting them in their financial decisions. 

Callie enjoys reading, traveling, and hiking with her boyfriend and golden retriever outside of work.


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Vian Tallo Photo
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Vian Tallo

Client Service Associate

Vian Tallo

Client Service Associate

858-779-5054

Vian.Tallo@lplfinancial.com 

Vian Tallo has been with LPL Financial for more than 14 years, building deep expertise through her extensive tenure in the Service Center. During this time, she developed strong knowledge across a wide range of operational areas, including new accounts, account transfers and more. In late 2025, Vian transitioned to the Centralized Admin team as a Client Service Associate. 

Vian holds a bachelor's degree in Business Management from San Diego State University. Outside of work, she enjoys spending time with her family, including her two middle-school aged daughters. Vian looks forward to delivering exceptional service in her role as Client Service Associate for Fulcrum Financial. 


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