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Meet Our Team

A comprehensive advisory team for all your wealth needs

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Chris Bean, CPA

Advisor & Partner

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Linda Molenaar

Client Services Lead

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Amanda Richardson

Associate, MBA, CRPC

Douglas Bean

Douglas Bean, CFP

®

Advisor & Partner

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Roya Fargam

Client Services

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Wes Jensen CPFA , AIF 

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Senior Advisor

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Eric Penz

Senior Advisor

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Adam Powell

Financial Planner

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McKenna Sheldon, CFP

Associate

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Jon Bishopp

Chief Risk Officer

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Kitsi Ludeman

Chief Operations Officer

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Stephen Reeves, CFA, CFP

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®

Investment Analytics

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Jesse Heath

Client Services

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Vy Nguyen

Associate

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Kenna Rice

Associate

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Matt Chambers, CFP

®

Chief Executive Officer

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Bonnie Bradford

Client Services

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​Taylor Dumas

Client Services

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Sarah Kim

Client Services

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Ali Stewart

Client Services

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Tino Prince

Executive Assistant

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Davis Bean

Investment Analyst

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Josh Glenn, CFP

®

Financial Planner

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Parker Anderson

Associate

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Grant Porter

Business Analyst, MBA

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Jessica Combs

Associate

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Future Team Member

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Future Team Member

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Future Team Member

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Future Team Member

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Future Team Member

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Future Team Member

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Carol Didier, CPA

Independent Partner

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Irene Bodenstab, CPA

Independent Partner

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Molly Hylen

Independent Partner
Health Care Specialist 

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Colton Loder, CFA , CAIA

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®

Independent Partner

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Kathryn Minasian

Independent Partner - CEO, EA

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Rachel Paxman, CPA

Independent Partner

Seattle Office

16880 NE 79th St  Redmond, WA 98052

Salt Lake Office

12459 S 300 E Suite 101

Draper, UT 84020

Optimizing wealth for high impact people

© 2024 Private Advisory Group LLC

Seattle Office

16880 NE 79th St

Redmond, WA 98052

Salt Lake Office

12459 S 300 E Suite 101

Draper, UT 84020

Optimizing wealth for high impact people

© 2024 Private Advisory Group LLC

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