The relationship between an advisor and client should feel like a partnership, where trust and understanding drive the decisions.

Fred Sittner
Investment Advisor & Co-Founder

The relationship between an advisor and client should feel like a partnership, where trust and understanding drive the decisions.

Fred Sittner
Investment Advisor & Co-Founder

Our team

Fred Sittner, MBA, CFP®

Investment Advisor & Co-Founder

Fred Sittner, MBA, CFP®

Investment Advisor & Co-Founder

Fred Sittner, co-founder and investment advisor at Sittner & Nelson, brings extensive experience in financial planning and investment management.

Fred has provided technical and practical expertise in the areas of financial planning, investment analysis, and management for over three decades. During his tenure, Fred has had the privilege of building lasting personal relationships with his clients and their families.

Fred earned a Bachelor of Science in Economics from Oregon State University and a Master of Business Administration (MBA) with a specialty in finance from the University of Oregon. His MBA provided him with the analytical skills necessary to create a practical process that has made his firm a success. Fred became a CFP® professional in 1984.

Fred served as the president of the Walnut Street Securities Advisory Board, the Eugene Kiwanis Club, the Kiwanis Foundation, and the Eugene Airport Advisory Committee. He is a past member of the board of directors of the Oregon State Society of Certified Financial Planners and is currently a member of the Eugene Estate Planning Council.

Fred has been married to his wife, Debbie, since 1978. They have three sons and five grandchildren. Fred financed his college education by working summers with the US Forest Service as a smokejumper and wildland firefighter. He is a life member of the National Smokejumper Association. Fred is also an avid fly fisherman and golfer, and enjoys working out at the local YMCA.

Todd Nelson, CPA, CFP®

Investment Advisor & Co-Founder

Todd Nelson, CPA, CFP®

Investment Advisor & Co-Founder

Todd Nelson, co-founder and investment advisor at Sittner & Nelson, combines his expertise in accounting and financial planning to serve a range of client needs.

Todd is a certified public accountant and a CFP® professional. He has over 25 years of experience in public accounting, private investment, and financial services.

A summa cum laude graduate of Oregon State University with a Bachelor of Science in Accounting, Todd was recognized as a top finance and accounting student by the Financial Executives Institute. Todd worked for PricewaterhouseCoopers, LLP, in Portland, Oregon, in their Assurance and Business Advisory Services, and at Intel Corporation as a senior treasury accountant. Since returning to Eugene in 2003, Todd has provided wealth management to individuals, families, and businesses.
Todd is an active member and past president of the Eugene Estate Planning Council. He served as a board member for Parenting Now! and is on SELCO Community Credit Union’s Supervisory Committee.

Todd grew up in Eugene and has been married to his wife, Sara, since 2001. They have two children: a daughter, Adelyn, and a son, Andrew. Todd enjoys boating, biking, snow skiing, and spending time with his family.

Sarah Brooke, CFP®, AIF®

Investment Advisor

Sarah Brooke, CFP®, AIF®

Investment Advisor

Sarah is committed to guiding clients through complex financial decisions.

Sarah began her investment advisory career with Fred and Todd in 2006. She became a CERTIFIED FINANCIAL PLANNER™ professional in 2009 and holds the Accredited Investment Fiduciary designation. With her background in finance and accounting, she is responsible for investment analysis and research, compiling financial plans, and guiding individuals and families toward their financial goals.

Born and raised in Eugene, Sarah graduated from the University of Oregon with a Bachelor of Arts in Accounting and Spanish, spending a semester abroad in Spain while attending la Universidad de Granada. She is an active member of the Eugene Estate Planning Council, a current Finance Committee member, and a past board member and treasurer for Coburg Community Charter School.

Outside of work, Sarah enjoys hiking, traveling, gardening, and spending time with her husband, Travis, and their two children.

Kevin Sittner, CPA, CFP®, CFA®

Investment Advisor

Kevin Sittner, CPA, CFP®, CFA®

Investment Advisor

Kevin’s strong background in accounting and finance allows him to provide comprehensive investment advice.

Kevin joined the Sittner & Nelson team as an investment advisor in 2016. He is a Certified Public Accountant, a CFA® Charterholder, and a CFP® professional with over 15 years of experience in public accounting, management consulting, and financial services.

Raised in Eugene, Kevin graduated cum laude from the University of Oregon Honors Business Program with a Bachelor of Science in Accounting. He then worked for PricewaterhouseCoopers, LLP (PwC), in Portland, Oregon, in their Audit and Assurance practice. In 2013, he earned a Master of Business Administration degree from UCLA Anderson School of Management. Following graduation, Kevin returned to PwC as a management consultant in the company’s Los Angeles Advisory practice, focusing on commercial due diligence, post-merger business integrations, and data analytics.

Kevin is past president of the Eugene Estate Planning Council and serves as a board member and treasurer for VisionGift, a Portland-based eye bank.
Kevin and his wife, Stephanie, have four young children. Outside of work, Kevin is an avid Oregon Ducks fan who enjoys golf, traveling, and coaching his children in youth sports.

Ashley Burt-Admire

Operations Manager

Ashley Burt-Admire

Operations Manager

Dedicated to client service, Ashley ensures a seamless experience for all clients.

Ashley graduated with a Bachelor of Arts from the University of Oregon in 2011 and joined the Sittner & Nelson team shortly thereafter. She has over a decade of customer service experience and can assist with various client requests, including complimentary services as a notary public.

Born and raised in Eugene, Ashley enjoys photography, embroidery, trips to the coast, and spending time with her spouse, child, and two cats.

Janell Matney

Client Service Manager

Janell Matney

Client Service Manager

As our client service manager, Janell handles client inquiries and specializes in understanding our clients’ needs and expectations.

Janell has over 25 years of experience in office administration. Her years studying and working in business management and accounting in various industries make her a great team member at Sittner & Nelson.

She is the first point of contact at Sittner & Nelson and is eager to assist clients with their needs. She is also a notary public, which is a complimentary service we provide our clients.

Janell enjoys baking, gardening, traveling, and spending time with family, friends, and her two dogs.

Putting Clients First

Founder Todd Nelson shares his journey, philosophy, and the client-first approach that has shaped Sittner & Nelson. Learn how the firm’s commitment to customized solutions and meaningful relationships helps clients achieve their financial goals with confidence.

Ready to have a conversation? We can help you navigate the often-complex task of wealth management by giving you expert advice you can trust.

Tell us about yourself:

Contact Form