About

People

Click the Bell staff member's image to view complete profile.

Brian R. Baylis

Chief Operations Officer,
Chief Compliance Officer

In Memoriam: Bonnie Bell, MA, MDiv.

Past Principal, Director of Career/Life Coaching

Forrest Bell, CFP®

President, Financial Planner & Senior Investment Advisor

James F. Bell

Chairman & Founder

Tiffany Blaho

Investment Advisor

Heidi Crawford

Investment Advisor

Laurent J. Harrison, CFP®

Senior Investment Advisor, Financial Planner

Ryan Kelley, CFA®

Portfolio Manager

Ramsay Leimenstoll

Investment Advisor and Financial Planner

Jerene Meissert

Senior Relationship Manager

Jane Micallef

Career Coach

Jocelyn Reyes

Receptionist/Operations Associate

Jaye Roundtree

Senior Operations Associate and Office Manager

Market Analysis

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A Mixed Month in the Market
July 6, 2020 A Mixed Month in the Market After surging over 6% in the first week of June on the back of a …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More