top of page

MEET THE TEAM

WORKING TOWARDS YOUR DREAMS

Private Advisory Group

1chris-bean.jpg
Chris Bean

Advisor & Partner, CPA

linkedin.png
1douglas-bean .jpg
Douglas Bean

Advisor & Partner, CFP ®

linkedin.png
1Eric-Penz .jpg
Eric Penz

Senior Advisor

linkedin.png
1linda-molenaar .jpg
Linda Molenaar

Client Services Lead

linkedin.png
1amanda-dixon.jpg
Amanda Dixon

Associate, MBA, CRPC ®

linkedin.png
Roya Fargam WebPhoto.jpg
Roya Fargam

Executive Concierge

linkedin.png
2angelina-bulbotka_edited_edited.jpg
Angelina Bulbotka

Associate

linkedin.png
Wes-small (1).jpg
Wes Jensen

Advisor, CPFA, AIF ®

linkedin.png
LinkedIn-Photo.jpg
McKenna Sheldon

Associate, CFP ®

linkedin.png
1-jess.jpg
Jesse Heath

Client Services

linkedin.png
1jon-bishopp.jpg
Jon Bishopp

Managing Director

linkedin.png
Ludeman 007 c_edited.jpg
Kitsi Ludeman

Operations Manager

linkedin.png
IMG_0852.JPG
Vy Nguyen

Associate

linkedin.png
Reeves Headshot 2.jpg
Stephen Reeves

Associate, CFA®, CFP®

linkedin.png
Rice Headshot 1.jpg
Kenna Rice

Associate

linkedin.png
Bradford Headshot 1_edited_edited_edited.jpg
Bonnie Bradford

Client Services

linkedin.png
Dumas Headshot_2.jpg
Taylor Dumas

Client Services

linkedin.png

INDEPENDENT PARTNERS

1irene.jpg
Irene Bodenstab

CPA

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.

Subscribe to Weekly Market Updates

Thank You!

START YOUR JOURNEY
TODAY

bottom of page