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nbwm
2023-05-26T14:35:37-07:00
Kate Campbell King, CFP
Partner | Chief Investment Officer
Brian Kozel, CFP
Partner | Senior Advisor
Sam Wood-Bednarz, CFP
Partner | Senior Advisor
Jena Regan, CFP
Lead Advisor
Daniel Smyth, CFP
Lead Advisor
Ariana Alisjahbana
Lead Advisor
Matthew Gatt, CFP
Lead Advisor
Carmetta Joyner
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