Emilie Ma January 8, 2025 Administrative Team Abby Stutzman Emilie Ma January 8, 2025 Administrative Team Abby StutzmanLead Client Relationship Associate
Danielle Hart January 7, 2025 Investment Team Jade Thomason Danielle Hart January 7, 2025 Investment Team Jade ThomasonVice PresidentEquity and Fixed Income Trading
Danielle Hart January 7, 2025 Administrative Team Jacqui Thompson, CFP® Danielle Hart January 7, 2025 Administrative Team Jacqui Thompson, CFP®Associate Wealth Planner
Emilie Ma January 5, 2025 Operations/Info Systems Ken Villalpando Emilie Ma January 5, 2025 Operations/Info Systems Ken VillalpandoIT Operations Manager
Danielle Hart January 4, 2025 Administrative Team Naomi Walsh Danielle Hart January 4, 2025 Administrative Team Naomi WalshVice PresidentInformation Systems
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®Administrative Services Project Manager
