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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, CRPC ®

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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

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Stephen Reeves

Investment Analytics & Trading
CFA®, CFP®

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Kenna Rice

Associate

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Bonnie Bradford

Client Services

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Taylor Dumas

Client Services

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Sarah Kim

Client Services

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Hiring

Future Team Member

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Hiring

Future Team Member

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Hiring

Future Team Member

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INDEPENDENT PARTNERS

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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.

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