Our Team

We build in-depth relationships with our clients by offering experienced guidance within the setting of a smaller, more personalized firm.

Jamie Osborn, CFP®

Founding Partner

Since founding Plum Street Advisors in 2016 with David Dirks, I have focused on guiding clients through the full spectrum of financial decisions – from building portfolios and customized retirement plans to addressing tax, estate, and charitable giving strategies. My work centers on helping individuals and families make confident, informed choices that align their resources with their goals.

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David Dirks

Founding Partner

At Plum Street Advisors, I have provided clients with comprehensive financial advice, strategically managed their investment portfolios, and built customized roadmaps for successful retirement since 2016. All of us at Plum Street Advisors share our mission of building a client-first financial planning firm on a strong ethical foundation. We don’t answer to shareholders or corporate parents – we answer only to our clients. We don’t sell products; we offer professional analysis and advice.

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Alisa M. Skatrud, CFA, CFP®

Senior Advisor
For the past 25 years, I have used my finance and governance experience to serve a wide range of clients and non-profit organizations. Much of my professional career was as a portfolio specialist at institutional investment firms, including MFS Investment Management and Morgan Stanley Institutional Investment Management. More recently, I headed up socially responsible investing for Portico Benefit Services. I have been an active volunteer and board member for local and national non-profit organizations, where I have contributed to finance, policy and governance initiatives.

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Andy Pellegrino, CFP®

Senior Advisor

With over 25 years of experience as a financial professional, I’m driven by my desire to help clients create a clear path to a successful and secure retirement. For all of us, our lives are filled with many demands that at times can feel overwhelming. My goal is to help alleviate some of those pressures as it relates to each client’s specific financial situation so they can focus upon and enjoy the other important parts of their lives.

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Christophe Cadiou, CPA, CFP®

Senior Advisor

I have been working in the financial services industry for over 30 years, most of it serving banking, insurance and asset management clients as a partner at PwC, a large accounting and consulting firm. Over the years, I developed a passion for helping others succeed financially and embarked on a journey aimed at improving financial wellbeing within the community. In 2022, I decided to retire from PwC and started doing pro bono work with nonprofits. And then in late 2023, I found Plum Street Advisors and immediately loved the firm’s strong ethics and commitment to helping families and nonprofits navigate their financial journey, a philosophy that closely resonates with my own mission.

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Jennifer Lehman

Manager of Operations
I bring a decade of private banking experience to my role as Client Service Associate at Plum Street Advisors. A background in accounting, as well as many years of working in client services and portfolio management, preceded my joining Plum Street Advisors in early 2019. I was drawn to Plum Street Advisors’ transparent and client-first approach to financial planning, and I love being part of a small, dedicated team of professionals.

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Michelle Lawrence

Client Service Associate
I joined Plum Street Advisors in 2021, bringing a blend of experience in information technology, finance, and customer service. I’ve enjoyed being part of a smaller firm that is truly devoted to serving their clients and being part of a team with a very high standard of professionalism.

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