Team

Our Team

Jon Porter, CEO of Three Bell Capital

Jon Porter

CEO

Eric Patterson, CHIEF INVESTMENT OFFICER, Three Bell Capital

Eric Patterson

CHIEF INVESTMENT OFFICER

Andre Huaman, Managing Partner, Three Bell Capital

Andre Huaman

MANAGING PARTNER

Greg Fomin, COO, Three Bell Capital

Greg Fomin, JD

COO

Will Martin, CFA,<br />
CHIEF INVESTMENT STRATEGIST, Three Bell Capital

Will Martin, CFA

CHIEF INVESTMENT STRATEGIST

Jeff Larsen,<br />
DIRECTOR OF RETIREMENT PLAN SERVICES, Three Bell Capital

Jeff Larsen

DIRECTOR OF RETIREMENT PLAN SERVICES

Jenny Forrest, DIRECTOR OF PRIVATE CLIENT SERVICES, Three Bell Capital

Jenny Forrest

DIRECTOR OF PRIVATE CLIENT SERVICES

Marley Dickson, OPERATIONS MANAGER, Three Bell Capital

Marley Dickson

OPERATIONS MANAGER

Josh Scheibley, SENIOR RETIREMENT PLAN CONSULTANT, Three Bell Capital

Josh Scheibley

SENIOR RETIREMENT PLAN CONSULTANT

Logan Wiebusch, RETIREMENT CLIENT SERVICES ASSOCIATE, Three Bell Capital

Logan Wiebusch

CHIEF OF STAFF

Chris Fisher, RETIREMENT PLAN ASSOCIATE, Three Bell Capital

Chris Fisher

RETIREMENT PLAN CONSULTANT

Sunkul Soni, SENIOR WEALTH MANAGER, Three Bell Capital

Sunkul Soni

SENIOR WEALTH MANAGER

Steve Stroud, SENIOR WEALTH MANAGER, Three Bell Capital

Steve Stroud

SENIOR WEALTH MANAGER

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Zach Kerr, SENIOR WEALTH MANAGER, Three Bell Capital

Zach Kerr

SENIOR PORTFOLIO MANAGER

Dean Somes, SENIOR WEALTH MANAGER, Three Bell Capital

Dean Somes

SENIOR WEALTH MANAGER

Katelyn Grubb, OPERATIONS COORDINATOR, Three Bell Capital

Katelyn Harter

OPERATIONS COORDINATOR

Connor Delfelder, OPERATIONS COORDINATOR, Three Bell Capital

Connor Delfelder

OPERATIONS COORDINATOR

Liz Boaz, CLIENT SERVICE ASSOCIATE, Three Bell Capital

Liz Boaz

CLIENT SERVICE MANAGER

Virginia Debbink, QKA, CPFA®, Retirement Plan Consultant, Three Bell Capital

Virginia Debbink, QKA, CPFA®

Retirement Plan Consultant

Sid Nikam, Wealth Strategist, Three Bell Capital

Sid Nikam

Wealth Strategist