Emilie Ma January 25, 2023 Administrative Team Nicole Bock Emilie Ma January 25, 2023 Administrative Team Nicole BockClient Relationship Associate
Leah Olson January 25, 2023 Administrative Team Beth Brown Leah Olson January 25, 2023 Administrative Team Beth BrownSenior Client Relationship Associate
Leah Olson January 21, 2023 Administrative Team Sandy Fendall Leah Olson January 21, 2023 Administrative Team Sandy FendallSenior Client Relationship Associate
Leah Olson January 21, 2023 Administrative Team Lori Ferraro Leah Olson January 21, 2023 Administrative Team Lori FerraroAdministrative Associate and Private Events Planner
Leah Olson January 20, 2023 Administrative Team Jake Gradwohl Leah Olson January 20, 2023 Administrative Team Jake GradwohlEquity Trader
Danielle Hart January 20, 2023 Administrative Team Katie Graham Danielle Hart January 20, 2023 Administrative Team Katie GrahamVice PresidentAdministrative Services
Emilie Ma January 15, 2023 Administrative Team Danielle Larner Emilie Ma January 15, 2023 Administrative Team Danielle LarnerClient Relationship Associate
Emilie Ma January 15, 2023 Administrative Team Jesyca Lazo Emilie Ma January 15, 2023 Administrative Team Jesyca LazoClient Relationship Associate
Emilie Ma January 15, 2023 Administrative Team Kelli Leavenworth Emilie Ma January 15, 2023 Administrative Team Kelli LeavenworthOffice Coordinator
Emilie Ma January 14, 2023 Administrative Team Valerie Maldonado Emilie Ma January 14, 2023 Administrative Team Valerie MaldonadoClient Relationship Associate
Leah Olson January 14, 2023 Administrative Team Julie Mark Leah Olson January 14, 2023 Administrative Team Julie MarkSenior Client Relationship Associate
Danielle Hart January 14, 2023 Administrative Team Becca Marvin Danielle Hart January 14, 2023 Administrative Team Becca MarvinLead Client Relationship Associate
Danielle Hart January 13, 2023 Administrative Team Lesllie Nuñez Danielle Hart January 13, 2023 Administrative Team Lesllie NuñezOnboarding Associate
Danielle Hart January 9, 2023 Administrative Team Hilary Russell Danielle Hart January 9, 2023 Administrative Team Hilary RussellLead Client Relationship Associate
Emilie Ma January 8, 2023 Administrative Team Abby Stutzman Emilie Ma January 8, 2023 Administrative Team Abby StutzmanClient Relationship Associate
Danielle Hart January 7, 2023 Administrative Team Jacqui Thompson Danielle Hart January 7, 2023 Administrative Team Jacqui ThompsonLead Client Relationship Associate
Danielle Hart January 4, 2023 Administrative Team Naomi Walsh Danielle Hart January 4, 2023 Administrative Team Naomi WalshVice PresidentInformation Systems
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
