Emilie Ma January 16, 2025 Investment Team Tyler Kurata Emilie Ma January 16, 2025 Investment Team Tyler KurataEquity Trader
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 15, 2025 Administrative Team Danielle Larner Emilie Ma January 15, 2025 Administrative Team Danielle LarnerLead Client Relationship Associate
Emilie Ma January 15, 2025 Administrative Team Jesyca Lazo Emilie Ma January 15, 2025 Administrative Team Jesyca LazoClient Relationship Associate
Emilie Ma January 15, 2025 Administrative Team Kelli Leavenworth Emilie Ma January 15, 2025 Administrative Team Kelli LeavenworthOffice Coordinator
Danielle Hart January 14, 2025 Marketing/Business Dev. Emilie Ma Danielle Hart January 14, 2025 Marketing/Business Dev. Emilie MaSales and Marketing Associate
Emilie Ma January 14, 2025 Administrative Team Valerie Maldonado Emilie Ma January 14, 2025 Administrative Team Valerie MaldonadoClient Relationship Associate
Leah Olson January 14, 2025 Administrative Team Julie Mark Leah Olson January 14, 2025 Administrative Team Julie MarkSenior Client Relationship Associate
Leah Olson January 13, 2025 Investment Team Shawn Narancich, CFA Leah Olson January 13, 2025 Investment Team Shawn Narancich, CFAOf Counsel
Emilie Ma January 13, 2025 Wealth Management Brett Norris, CFP® Emilie Ma January 13, 2025 Wealth Management Brett Norris, CFP®Vice PresidentWealth Planning
Heidi Stanley January 13, 2025 Investment Team Jason Norris, CFA Heidi Stanley January 13, 2025 Investment Team Jason Norris, CFADirectorEquity Research and Portfolio Management
Danielle Hart January 13, 2025 Administrative Team Lesllie Nuñez Danielle Hart January 13, 2025 Administrative Team Lesllie NuñezLead Client Relationship AssociateWest Bearing Investments
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
Emilie Ma January 11, 2025 Marketing/Business Dev. Kendra Pelofske Emilie Ma January 11, 2025 Marketing/Business Dev. Kendra PelofskeLead Graphic Designer
Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP® Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP®Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Emilie Ma January 10, 2025 Operations/Info Systems David Quisenberry, GCIH Emilie Ma January 10, 2025 Operations/Info Systems David Quisenberry, GCIHChief Technology and Security Officer
Danielle Hart January 9, 2025 Octavia Group Katherine Russell, IACCP® Danielle Hart January 9, 2025 Octavia Group Katherine Russell, IACCP®Senior Vice PresidentPrivate Family OfficeOctavia Group
Emilie Ma January 8, 2025 Administrative Team Abby Stutzman Emilie Ma January 8, 2025 Administrative Team Abby StutzmanLead Client Relationship Associate
Danielle Hart January 7, 2025 Investment Team Jade Thomason Danielle Hart January 7, 2025 Investment Team Jade ThomasonVice PresidentEquity and Fixed Income Trading
Danielle Hart January 7, 2025 Administrative Team Jacqui Thompson, CFP® Danielle Hart January 7, 2025 Administrative Team Jacqui Thompson, CFP®Associate Wealth Planner
