People

Name Email Company Title Industry Location Country
William Valentine wil****@asiwealthmanagement.com asiwealthmanagement.com Co-Chief Investment Officer Bend, Oregon, United States
David Rosell dav**@rosellwealthmanagement.com rosellwealthmanagement.com President United States
Rodney Cook rod***@rosellwealthmanagement.com rosellwealthmanagement.com Partner | Director of Financial Planning Bend, OR, US
Emma James emm*@rosellwealthmanagement.com rosellwealthmanagement.com Wealth Coordinator Bend, OR, US
Chloe Ferrari chl**@urban-sands.com urban-sands.com Founder and CEO San Diego, CA, US
Bryce Mayer bry**@urban-sands.com urban-sands.com Owner California, United States
Leslie Nelson les***@elevationcapitalstrategies.com elevationcapitalstrategies.com Senior Content Creator, Marketing and Events Director Bend, OR, US
Rob Fincham [email protected] finchamfinancial.com CEO Bend, Oregon, United States
Don Bellis dbe****@northfieldcg.com northfieldcg.com CEO Philadelphia, PA, US
Rich Trapp rtr***@northfieldcg.com northfieldcg.com Managing Partner Bethlehem, PA, US