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CLIENT ACCESS
WHAT WE DO
MEET THE TEAM
ABOUT US
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CONTACT
OUR TEAM
Chris Bean
Advisor & Partner, CPA
Douglas Bean
Advisor & Partner,
CFP ®
Eric Penz
Senior Advisor
Linda Molenaar
Client Services Lead
Amanda Dixon
Associate, MBA
Jesse Heath
Associate
Angelina Bulbotka
Associate
Vy Nguyen
Associate
McKenna Sheldon
Associate, CFP ®
Rachel Hawkins
Client Services
Jon Bishopp
Managing Director
Kitsi Ludeman
Operations Manager
INDEPENDENT PARTNERS
Carol Didier, CPA
Irene Bodenstab, CPA
Jennifer Beardall, MBA
Health Care & Elder Care Specialist
Roya Fargam
Executive Concierge
Wes Jensen
Advisor, CPFA, AIF
®
LET'S TALK
425.498.2320
OUR TEAM
425.498.2320
CONTACT
Email
DISCLOSURES
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