Emilie Ma January 24, 2025 West Bearing Investments Lexi Carpenter Emilie Ma January 24, 2025 West Bearing Investments Lexi CarpenterClient Relationship AssociateWest Bearing Investments
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
Emilie Ma January 24, 2025 Administrative Team Becca Chery Emilie Ma January 24, 2025 Administrative Team Becca CheryClient Relationship Associate
Emilie Ma January 24, 2025 Investment Team, Wealth Management Scott Christianson, CFP® Emilie Ma January 24, 2025 Investment Team, Wealth Management Scott Christianson, CFP®Executive Vice PresidentPortfolio and Wealth Management
Emilie Ma January 24, 2025 Administrative Team Reid Christomos Emilie Ma January 24, 2025 Administrative Team Reid ChristomosOnboarding Associate
Emilie Ma January 24, 2025 Marketing/Business Dev. Jim Coats Emilie Ma January 24, 2025 Marketing/Business Dev. James CoatsExecutive Vice PresidentPortfolio Management
Leah Olson January 24, 2025 Investment Team Ralph Cole, CFA Leah Olson January 24, 2025 Investment Team Ralph Cole, CFADirectorEquity Strategy and Portfolio Management
Emilie Ma January 24, 2025 Octavia Group Maria-Clara Conlin Emilie Ma January 24, 2025 Octavia Group Maria-Clara ConlinOperations AssociateOctavia Group
Emilie Ma January 24, 2025 Wealth Management Tyler Conroy, CFP®, CPWA® Emilie Ma January 24, 2025 Wealth Management Tyler Conroy, CFP®Vice PresidentWealth Planning
