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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, CRPC ®
Roya Fargam
Client Services
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
Director of Client Services
Vy Nguyen
Associate
Stephen Reeves
Investment Analytics & Trading
CFA®, CFP®
Kenna Rice
Associate
Bonnie Bradford
Client Services
Taylor Dumas
Client Services
Sarah Kim
Client Services
Mollie McGee
Client Services
Tino Prince
Executive Assistant
Matt Chambers
Director of Family Office
Hiring
Future Team Member
Hiring
Future Team Member
Hiring
Future Team Member
INDEPENDENT PARTNERS
These independent professionals are not affiliates of Private Advisory Group and are not compensated for referrals. While we may recommend their services, clients ultimately decide whether to engage the professional.
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