Danielle Hart January 21, 2025 Administrative Team Katie Fairris Danielle Hart January 21, 2025 Administrative Team Katie FairrisVice PresidentAdministrative Services
Emilie Ma January 21, 2025 Marketing/Business Dev. Mary Faulkner Emilie Ma January 21, 2025 Marketing/Business Dev. Mary FaulknerExecutive Vice PresidentBranding and Communications
Leah Olson January 21, 2025 Administrative Team Sandy Fendall Leah Olson January 21, 2025 Administrative Team Sandy FendallSenior Client Relationship Associate
Leah Olson January 21, 2025 Administrative Team Lori Ferraro Leah Olson January 21, 2025 Administrative Team Lori FerraroAdministrative Associate and Private Events Planner
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