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nbwm
2022-04-22T16:03:55-07:00
Kate Campbell King, CFP
Partner | Chief Investment Officer
Brian Kozel, CFP
Partner | Lead Advisor
Sam Wood-Bednarz, CFP
Partner | Director, Financial Planning | Lead Advisor
Jena Regan, CFP
Lead Advisor
Daniel Smyth, CFP
Lead Advisor
Krystal Fortner, CFP
Lead Advisor
Matthew Gatt, CFP
Lead Advisor
Carmetta Joyner
Associate Advisor
Ariana Alisjahbana
Associate Advisor
Jim Sertich
Portfolio Management & Trading
Maureen Sullivan
Client Experience Associate
Debra Ellisen
Senior Client Service Coordinator
Shabana Shah
Client Service Associate
Dan Nakahara
Business Manager
James Wilson
Director, Client Experience