Eugene

Charissa Anderson, CFP®, CDFA®

Charissa Anderson, CFP®, CDFA®

Charissa Anderson, CFP®
Executive Vice President
Portfolio and Wealth Management
West Bearing Investments

Ralph Cole, CFA

Ralph Cole, CFA

Ralph Cole, CFA
Director
Equity Strategy and Portfolio Management

Josh Frankel, CFP®

Josh Frankel, CFP®

Josh Frankel, CFP®
Director
Portfolio and Wealth Management
West Bearing Investments

Steve Holwerda, CFA

Steve Holwerda, CFA

Steven Holwerda, CFA
Managing Director