Our Team

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Jamie Osborn, CFP®

Founding Partner

As a Certified Financial Planner®, I have spent the last seven years guiding clients through the challenging world of investments and financial planning decisions. I have nearly 20 years of professional experience in financial analytics and nonprofit governance most recently as a Portfolio Manager at Bingham, Osborn & Scarborough, LLC a wealth management firm based in San Francisco managing in excess of $3.5B for 900+ clients.

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David Dirks

Founding Partner

I have been a finance professional for 25 years, serving as head of finance for a small company, as an investment banker, as a management consultant with McKinsey & Company and most recently I served institutional investors for over 14 years at BNY Mellon Investment Management.

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Alisa M. Skatrud, CFA®

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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Jennifer Lehman

Client Service Associate

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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