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
