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 Bell, CFP®

President, Financial Planner & Senior Investment Advisor

James F. Bell, CFP®

Founder & Chief Investment Officer

Heidi Crawford

Investment Advisor

Laurent J. Harrison, CFP®

Senior Investment Advisor, Financial Planner

Ramsay Leimenstoll

Associate Financial Planner

Christina Light

Relationship Manager

Jerene Meissert

Senior Relationship Manager

Antonio Mercado

Relationship Manager

Jane Micallef

Career/Life Coach

Rohan Nayak, CFP®

Portfolio Manager, Investment Advisor

Jena Regan, CFP®

Paraplanner

Jaye Roundtree

Senior Operations Associate

Market Analysis

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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