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Archives: Members

Our Team

01

SUNKUL SONI

Sunkul is Senior Advisor with Three Bell Capital. He draws from his over 12 years of experience at Citi and now brings a more robust and boutique offering to clients. Leading Three Bell’s efforts to advise private family and corporate retirement plan clients.

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Sunkul Soni, SENIOR WEALTH MANAGER, Three Bell Capital
02
Steve Stroud, SENIOR WEALTH MANAGER, Three Bell Capital

Steve Stroud

STEVE STROUD Steve works directly with Private Wealth Clients to advise and execute on all aspects of portfolio construction and asset allocation, as well as comprehensive planning including estate planning, risk management, tax strategy, and charitable giving. Steve also sits on the Three Bell Investment Committee, assisting with investment due diligence, selection, and monitoring. Responsibilities […]

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03

MARLEY DICKSON

MARLEY DICKSON Marley works closely with Three Bell advisors and clients to ensure that all operational aspects of private wealth management client services are delivered in a timely, efficient, and professional manner. Responsibilities Private Client Operations New Client Onboarding Portfolio Review Reporting Fund Documentation

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Marley Dickson, OPERATIONS MANAGER, Three Bell Capital
04
Liz Boaz, CLIENT SERVICE ASSOCIATE, Three Bell Capital

LIZ BOAZ

LIZ BOAZ Client Service Manager Liz serves as a team liaison for Three Bell advisors and clients to ensure that all operational aspects of private wealth management client services are delivered in a timely, efficient, and professional manner. Responsibilities Primary Client Service Liaison Private Client Operations New Client Onboarding Existing Client Reporting

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05

Logan Wiebusch

Logan Wiebusch Logan brings 5 years of financial services experience to Three Bell. Logan is responsible for both delivering critical services and support to clients and building important infrastructure for the retirement advisors that support those clients. Responsibilities Client Onboarding and Implementation Operational Infrastructure Client Meeting and RFP Preparation Plan Conversion and Implementation Coordination

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Logan Wiebusch, RETIREMENT CLIENT SERVICES ASSOCIATE, Three Bell Capital
06
Katelyn Grubb, OPERATIONS COORDINATOR, Three Bell Capital

Katelyn Grubb

KATELYN GRUBB Katelyn works in conjunction with Three Bell’s Operations Manager to open client accounts, process investment documents, effectuate transfers, and generally support the operational buildout of client portfolios. Responsibilities Private Client Operations New Client Onboarding Account Opening Account Transfers   Subscription Documentation Investment Authorizations   Reporting Operations Infrastructure

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07

JOSH SCHEIBLEY, AIF, CPFA

JOSH SCHEIBLEY, AIF, CPFA Josh works with the Three Bell corporate retirement plan team to assist companies in designing, structuring and implementing best-in-class 401(k) and executive pension plans, customized to our clients’ specific organizational needs, goals, and objectives. Responsibilities Plan Design Fiduciary Support Platform Selection Participant Education

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Josh Scheibley, SENIOR RETIREMENT PLAN CONSULTANT, Three Bell Capital
08
Jeff Larsen, DIRECTOR OF RETIREMENT PLAN SERVICES, Three Bell Capital

JEFF LARSEN, CPFA, CPC

JEFF LARSEN, CPFA, CPC Jeff has been partnering with plan sponsors on plan administration and investment selection for more than 12 years and continues to do that for Three Bell Capital’s 401(k) clients. Jeff has a focus on client management, fiduciary consulting, and plan optimization. Responsibilities Plan Design Fiduciary Support Plan Compliance Participant Education

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09

Jon Porter, CEO

Jon works with the team to set strategic direction and establish partnerships with complementary service providers, while leveraging his legal background to help deliver comprehensive private wealth management and corporate retirement plan services to clients.

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Jon Porter, CEO of Three Bell Capital
10
Greg Fomin, COO, Three Bell Capital

Greg Fomin, JD

Bio: As COO, Greg leverages almost three decades of legal, compliance, due diligence, investor relations, and operational executive experience on behalf of Three Bell. He is directly responsible for all middle and back office operations, as well as all firm legal and regulatory compliance matters.

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11

Dean Somes

Dean works directly with Private Wealth Clients to advise and execute on all aspects of portfolio construction and asset allocation, as well as comprehensive planning including estate planning, risk management, tax strategy, and charitable giving. Dean also sits on the Three Bell Investment Committee, assisting with investment due diligence, selection, and monitoring.

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Dean Somes, SENIOR WEALTH MANAGER, Three Bell Capital
12
Eric Patterson, CHIEF INVESTMENT OFFICER, Three Bell Capital

Eric Patterson, Chief Investment Officer

Eric heads Three Bell Capital’s Investment Committee and due diligence efforts, and implements private client portfolio management decisions made by the team. Eric works with the team to translate each client’s personal goals and objectives into a targeted investment plan.

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13

Virginia Debbink, QKA, CPFA®

Andre advises select private clients and leads the Three Bell Capital corporate retirement plan division, and is focused on designing, structuring and implementing best-in-class 401(k) and executive pension plans, customized to our clients’ organizational needs, goals, and objectives.

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Virginia Debbink, QKA, CPFA®, Retirement Plan Consultant, Three Bell Capital
14
Will Martin, CFA, CHIEF INVESTMENT STRATEGIST, Three Bell Capital

WILLIAM MARTIN, CFA

Our team takes over everything, from an idea and concept development to realization. We believe in traditions and incorporate them within our innovations. All our projects incorporate a unique artistic image and functional solutions. Client is the soul of the project. Our main goal is to illustrate his/hers values and individuality through design.

Our team takes over everything, from an idea and concept development to realization. We believe in traditions and incorporate them within our innovations. All our projects incorporate a unique artistic image and functional solutions. Client is the soul of the project. Our main goal is to illustrate his/hers values and individuality through design.

Social Networks

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15

Connor Delfelder

CONNOR DELFELDER Connor works in conjunction with Three Bell’s Operations Manager to open client accounts, process investment documents, effectuate transfers, and generally support the operational buildout of client portfolios. Responsibilities Private Client Operations New Client Onboarding Account Opening Account Transfers   Subscription Documentation Investment Authorizations   Reporting Operations Infrastructure

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Connor Delfelder, OPERATIONS COORDINATOR, Three Bell Capital
16
Andre Huaman, Managing Partner, Three Bell Capital

Andre Huaman, Managing Partner

Andre advises select private clients and leads the Three Bell Capital corporate retirement plan division, and is focused on designing, structuring and implementing best-in-class 401(k) and executive pension plans, customized to our clients’ organizational needs, goals, and objectives.

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17

Zach Kerr

Zach works directly with Private Wealth Clients to advise and execute on all aspects of portfolio construction and asset allocation, as well as comprehensive planning including estate planning, risk management, tax strategy, and charitable giving. Zach also sits on the Three Bell Investment Committee, assisting with investment due diligence, selection, and monitoring.

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Zach Kerr, SENIOR WEALTH MANAGER, Three Bell Capital
18
Chris Fisher, RETIREMENT PLAN ASSOCIATE, Three Bell Capital

CHRIS FISHER

CHRIS FISHER Chris works with the Three Bell corporate retirement plan team to help clients execute on customized, best-in-class, 401(k) and executive pension plans, emphasizing plan sponsor and participant education, service, and support. Responsibilities Fiduciary Support Platform Selection Participant Education Plan Reviews

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19

Sid Nikam

Andre advises select private clients and leads the Three Bell Capital corporate retirement plan division, and is focused on designing, structuring and implementing best-in-class 401(k) and executive pension plans, customized to our clients’ organizational needs, goals, and objectives.

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Sid Nikam, Wealth Strategist, Three Bell Capital
20
Jenny Forrest, DIRECTOR OF PRIVATE CLIENT SERVICES, Three Bell Capital

JENNY FORREST

Jenny Forrest Jenny works closely with the entire team and heads up all operational aspects of new and ongoing client service needs, including onboarding new clients and coordinating and processing client account needs. Responsibilities Private Client Operations New Client Onboarding Portfolio Review Reporting Fund Documentation

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21

Max Canfield

MAX CANFIELD Skills Photoshop 95% Illustrator 65% 3D MAX 75% More info
22

BETHANY RATLIFF

Bethany works closely with the Three Bell Capital team and clients to ensure that all operational aspects of private and corporate client services are delivered in a timely, efficient, and professional manner.

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