MEET THE TEAM

WORKING TOWARDS YOUR DREAMS

Private Advisory Group

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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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Roya Fargam

Executive Concierge

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Angelina Bulbotka

Associate

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Wes Jensen

Advisor, CPFA, AIF ®

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McKenna Sheldon

Associate, CFP ®

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Jesse Heath

Client Services

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Jon Bishopp

Managing Director

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Kitsi Ludeman

Operations Manager

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Vy Nguyen

Associate Advisor

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Stephen Reeves

Associate, CFP®

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