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    OUR TEAM

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    Chris Bean
    Advisor & Partner, CPA

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    Douglas Bean
    Advisor & Partner,     CFP ®

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    Eric Penz
    Senior Advisor

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    Linda Molenaar
    Client Services Lead

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    Amanda Dixon
    Associate, MBA

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    Jesse Heath
    Associate

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    Angelina Bulbotka
    Associate

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    Vy Nguyen
    Associate

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    McKenna Sheldon
    Associate, CFP ®

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    Rachel Hawkins
    Client Services

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    Jon Bishopp
    Managing Director

    Kitsi Ludeman
    Operations Manager

    INDEPENDENT PARTNERS

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    Carol Didier, CPA

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    Irene Bodenstab, CPA

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    Jennifer Beardall, MBA
    Health Care & Elder Care Specialist

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    Roya Fargam
    Executive Concierge

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    Wes Jensen
    Advisor, CPFA, AIF     ®

    LET'S TALK

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    OUR TEAM

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    LIFE MANAGED

    425.498.2320
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    Redmond, WA 98052
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    Draper, UT 84020
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