About

People

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

Brian R. Baylis

Chief Operations Officer,
Chief Compliance Officer

Bonnie Bell, MA, MDiv., Principal

Director of Career/Life Coaching

Forrest Ryan Bell, CFP®

Senior Investment Advisor, Financial Planner

James F. Bell, CFP®

President & Founder

Laurent J. Harrison, CFP®

Senior Investment Advisor, Financial Planner

Nancy Isaacs

Marketing Manager

Ramsay Leimenstoll

Paraplanner

Christina Light

Relationship Manager

Jerene Meissert

Senior Relationship Manager

Rohan Nayak, CFP®

Portfolio Manager, Investment Advisor

Jaye Roundtree

Senior Operations Associate

Corinne Salera Bedford, CFP®

Portfolio Manager, Investment Advisor

Heidi Stoltz

Investment Advisor

Lauren Taylor

Operations Associate, Receptionist

Market Analysis

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A Global Correction is Overdue. (2/2/2018)
February 2, 2018

Believe it or not, I would have liked to have seen a greater pullback in the stock market than the t...


Video

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Why is the Market So Strong, and What Could Go Wrong?
January 19, 2018

Join us as we explore these questions in our half hour webinar to discuss topics like What does the


Publication

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Long-Term Care
January 26, 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the poli...

Latest News

Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!

Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and Jim Bell, long-time supporters of the Oakland Symphony, are underwriting Cozart’s special appearance at the Symphony’s February 9 concert, “Pride & Prejudice: Notes from LGBTQ”. Jim had this to say about their sponsorship: It is […]

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