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
Kendra Pelofske January 24, 2025 West Bearing Investments Lexi Carpenter Kendra Pelofske January 24, 2025 West Bearing Investments Lexi CarpenterClient Relationship AssociateWest Bearing Investments
Emilie Ma January 23, 2025 West Bearing Investments Chelsea Diamond Emilie Ma January 23, 2025 West Bearing Investments Chelsea Diamond, ChFC®Senior Client Relationship AssociateWest Bearing Investments
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
Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP® Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP®Senior Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Danielle Hart January 4, 2025 Administrative Team, West Bearing Investments Dan Whitaker, CFP® Danielle Hart January 4, 2025 Administrative Team, West Bearing Investments Dan Whitaker, CFP®Vice PresidentAdministrative Services
