Medford

Charissa Anderson, CFP®, CDFA®

Charissa Anderson, CFP®, CDFA®

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

Nathan Ayotte, CFP®

Nathan Ayotte, CFP®

Nathan Ayotte, CFP®
Principal
Portfolio and Wealth Management

Scott Christianson, CFP®

Scott Christianson, CFP®

Scott Christianson, CFP®
Executive Vice President
Portfolio and Wealth 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