Emilie Ma January 24, 2023 West Bearing Investments Lexi Carpenter Emilie Ma January 24, 2023 West Bearing Investments Lexi CarpenterClient Relationship AssociateWest Bearing Investments
Danielle Hart January 24, 2023 Investment Team, Wealth Management Casia Chappell, CFP®, CPWA® Danielle Hart January 24, 2023 Investment Team, Wealth Management Casia Chappell, CFP®Vice PresidentWealth Planning and Portfolio Management
Leah Olson January 24, 2023 Investment Team, Wealth Management Scott Christianson, CFP® Leah Olson January 24, 2023 Investment Team, Wealth Management Scott Christianson, CFP®Executive Vice PresidentPortfolio and Wealth Management
Emilie Ma January 24, 2023 Administrative Team Reid Christomos Emilie Ma January 24, 2023 Administrative Team Reid ChristomosOnboarding Associate
Leah Olson January 24, 2023 Marketing/Business Dev. Jim Coats Leah Olson January 24, 2023 Marketing/Business Dev. James CoatsExecutive Vice PresidentPortfolio Management
Leah Olson January 24, 2023 Investment Team Ralph Cole, CFA Leah Olson January 24, 2023 Investment Team Ralph Cole, CFADirectorEquity Strategy and Portfolio Management
Emilie Ma January 24, 2023 Octavia Group Maria-Clara Conlin Emilie Ma January 24, 2023 Octavia Group Maria-Clara ConlinOperations AssociateOctavia Group
Emilie Ma January 24, 2023 Wealth Management Tyler Conroy, CFP®, CPWA® Emilie Ma January 24, 2023 Wealth Management Tyler Conroy, CFP®Vice PresidentWealth Planning
