Danielle Hart January 26, 2023 West Bearing Investments, Wealth Management Charissa Anderson, CFP®, CDFA® Danielle Hart January 26, 2023 West Bearing Investments, Wealth Management Charissa Anderson, CFP®Senior Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Emilie Ma January 24, 2023 West Bearing Investments Lexi Carpenter Emilie Ma January 24, 2023 West Bearing Investments Lexi CarpenterClient Relationship AssociateWest Bearing Investments
Leah Olson January 23, 2023 West Bearing Investments Chelsea Diamond Leah Olson January 23, 2023 West Bearing Investments Chelsea DiamondSenior Client Relationship AssociateWest Bearing Investments
Heidi Stanley January 21, 2023 West Bearing Investments, Wealth Management Josh Frankel, CFP® Heidi Stanley January 21, 2023 West Bearing Investments, Wealth Management Josh Frankel, CFP®DirectorPortfolio and Wealth ManagementWest Bearing Investments
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
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
