Danielle Hart January 26, 2025 West Bearing Investments, Wealth Management Charissa Anderson, CFP®, CDFA® Danielle Hart January 26, 2025 West Bearing Investments, Wealth Management Charissa Anderson, CFP®Executive Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Leah Olson January 26, 2025 Investment Team, Wealth Management Nathan Ayotte, CFP® Leah Olson January 26, 2025 Investment Team, Wealth Management Nathan Ayotte, CFP®PrincipalPortfolio and Wealth Management
Danielle Hart January 25, 2025 Wealth Management Chris Bixby, CFP® Danielle Hart January 25, 2025 Wealth Management Chris Bixby, CFP®Senior Vice PresidentPortfolio and Wealth Management
Danielle Hart January 24, 2025 Investment Team, Wealth Management Casia Chappell, CFP®, CPWA® Danielle Hart January 24, 2025 Investment Team, Wealth Management Casia Chappell, CFP®Vice PresidentWealth Planning and Portfolio Management
Leah Olson January 24, 2025 Investment Team, Wealth Management Scott Christianson, CFP® Leah Olson January 24, 2025 Investment Team, Wealth Management Scott Christianson, CFP®Executive Vice PresidentPortfolio and Wealth Management
Emilie Ma January 24, 2025 Wealth Management Tyler Conroy, CFP®, CPWA® Emilie Ma January 24, 2025 Wealth Management Tyler Conroy, CFP®Vice PresidentWealth Planning
Heidi Stanley January 21, 2025 West Bearing Investments, Wealth Management Josh Frankel, CFP® Heidi Stanley January 21, 2025 West Bearing Investments, Wealth Management Josh Frankel, CFP®DirectorPortfolio and Wealth ManagementWest Bearing Investments
Leah Olson January 15, 2025 Investment Team, Wealth Management Mary Lago, CFP®, CTFA Leah Olson January 15, 2025 Investment Team, Wealth Management Mary Lago, CFP®Chief Wealth StrategistPrincipal
Emilie Ma January 13, 2025 Wealth Management Brett Norris, CFP® Emilie Ma January 13, 2025 Wealth Management Brett Norris, CFP®Vice PresidentWealth Planning
Danielle Hart January 11, 2025 Investment Team, Wealth Management Samantha Pahlow, CTFA, AWMA Danielle Hart January 11, 2025 Investment Team, Wealth Management Samantha Pahlow, CTFAWealth Management ChairExecutive Vice President
