MEET THE TEAM
WORKING TOWARDS YOUR DREAMS
Private Advisory Group
Chris Bean
Advisor & Partner, CPA
Douglas Bean
Advisor & Partner, CFP ®
Eric Penz
Senior Advisor
Linda Molenaar
Client Services Lead
Amanda Dixon
Associate, MBA
Roya Fargam
Executive Concierge
Angelina Bulbotka
Associate
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Wes Jensen
Advisor, CPFA, AIF ®
McKenna Sheldon
Associate, CFP ®
Jesse Heath
Client Services
Jon Bishopp
Managing Director
Kitsi Ludeman
Operations Manager
Vy Nguyen
Associate Advisor
Stephen Reeves
Associate, CFP®
INDEPENDENT PARTNERS
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