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

Michael Dingman

Relationship Manager

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

Jacquelyn Murray

Paraplanner and Relationship Manager

Jocelyn Reyes

Receptionist/Operations Associate

Jaye Roundtree

Senior Operations Associate and Office Manager

Jaydee Villaflor

Relationship Manager

Market Analysis

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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More