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Archives: Members

Our Team

01

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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02
Three Bell Capital team - Dean Somes

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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03

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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04
Three Bell Capital - Miki Sakata

Miki Sakata

Miki Sakata Senior Retirement Plan Consultant Miki partners with both tax-exempt and privately held organizations to optimize their retirement plans and executive benefits.  She has over 24 years of industry experience and works closely with the Three Bell team to provide the best possible client service experience. Responsibilities 403(b) Plan Design ESG Investing Fiduciary Support […]

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05

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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06
Three Bell Capital - Liz Boaz

LIZ BOAZ

LIZ BOAZ Client Service Associate 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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07

MARLEY DICKSON

MARLEY AGATHA Marley works closely with Three Bell advisors, the Operations Manager, 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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08

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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09

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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10

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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11

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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12

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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13

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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14

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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15

Max Canfield

MAX CANFIELD Skills Photoshop 95% Illustrator 65% 3D MAX 75% More info
16

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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17

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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