Jim Bell
Founder and President

Bonnie Bell
Principal, Manager, Career and Life Planning

Matthew P. King
CFA, Managing Director, Chief Investment Officer

Mary Witwer
Managing Director, Chief Marketing Officer

Dana Nelson
Portfolio Manager

Bing Chan
Client Service Manager

Paul Witwer
CFP^®, Manager, Financial Planning

Dave O’Rourke
Investment Advisor

Vanessa Justice
Marketing Associate

Forrest Bell
Investment Associate

Brian Baylis
Client Services Associate

Jaye Jones
Operations Associate

Aliona Gibson
Executive Assistant

Larry Mealer
Senior Operations Associate

Nancy Isaacs
Assistant to the President

Hy Resnick
Investment Committee Member