Danielle Hart January 14, 2023 Marketing/Business Dev. Emilie Ma Danielle Hart January 14, 2023 Marketing/Business Dev. Emilie MaSales and Marketing Associate
Emilie Ma January 14, 2023 Administrative Team Valerie Maldonado Emilie Ma January 14, 2023 Administrative Team Valerie MaldonadoClient Relationship Associate
Leah Olson January 14, 2023 Administrative Team Julie Mark Leah Olson January 14, 2023 Administrative Team Julie MarkSenior Client Relationship Associate
Leah Olson January 13, 2023 Investment Team Shawn Narancich, CFA Leah Olson January 13, 2023 Investment Team Shawn Narancich, CFAOf Counsel
Emilie Ma January 13, 2023 Wealth Management Brett Norris, CFP® Emilie Ma January 13, 2023 Wealth Management Brett Norris, CFP®Vice PresidentWealth Planning
Heidi Stanley January 13, 2023 Investment Team Jason Norris, CFA Heidi Stanley January 13, 2023 Investment Team Jason Norris, CFADirectorEquity Research and Portfolio Management
Danielle Hart January 13, 2023 Administrative Team Lesllie Nuñez Danielle Hart January 13, 2023 Administrative Team Lesllie NuñezLead Client Relationship AssociateWest Bearing Investments
Danielle Hart January 11, 2023 Investment Team, Wealth Management Samantha Pahlow, CTFA, AWMA Danielle Hart January 11, 2023 Investment Team, Wealth Management Samantha Pahlow, CTFAWealth Management ChairExecutive Vice President
Emilie Ma January 11, 2023 Marketing/Business Dev. Kendra Pelofske Emilie Ma January 11, 2023 Marketing/Business Dev. Kendra PelofskeLead Graphic Designer
Danielle Hart January 11, 2023 West Bearing Investments Nate Putnam, CFP® Danielle Hart January 11, 2023 West Bearing Investments Nate Putnam, CFP®Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Emilie Ma January 10, 2023 Operations/Info Systems David Quisenberry Emilie Ma January 10, 2023 Operations/Info Systems David QuisenberryChief Technology and Security Officer
Danielle Hart January 9, 2023 Octavia Group Katherine Russell, IACCP® Danielle Hart January 9, 2023 Octavia Group Katherine Russell, IACCP®Senior Vice PresidentPrivate Family OfficeOctavia Group
Emilie Ma January 8, 2023 Administrative Team Abby Stutzman Emilie Ma January 8, 2023 Administrative Team Abby StutzmanLead Client Relationship Associate
Danielle Hart January 7, 2023 Investment Team Jade Thomason Danielle Hart January 7, 2023 Investment Team Jade ThomasonVice PresidentEquity and Fixed Income Trading
Danielle Hart January 7, 2023 Administrative Team Jacqui Thompson, CFP® Danielle Hart January 7, 2023 Administrative Team Jacqui Thompson, CFP®Associate Wealth Planner
Danielle Hart January 4, 2023 Administrative Team Naomi Walsh Danielle Hart January 4, 2023 Administrative Team Naomi WalshVice PresidentInformation Systems
Danielle Hart January 4, 2023 Administrative Team, West Bearing Investments Dan Whitaker, CFP® Danielle Hart January 4, 2023 Administrative Team, West Bearing Investments Dan Whitaker, CFP®Administrative Services Project Manager
