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

Paraplanner

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

Paraplanner

Jaye Roundtree

Senior Operations Associate

Lauren Taylor

Operations Associate

Market Analysis

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February Celebrates Flexibility – 3/4/2019
March 5, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. One big factor that …Read More

Video

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2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …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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