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

Ryan Kelley, CFA®

Portfolio Manager

Ramsay Leimenstoll

Associate Financial Planner

Christina Light

Relationship Manager

Jerene Meissert

Senior Relationship Manager

Antonio Mercado

Relationship Manager

Jane Micallef

Career/Life Coach

Jaye Roundtree

Senior Operations Associate

Market Analysis

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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

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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