Title(s)
Vice President
Company Name
Bernstein Private Wealth
Business Email
Business Category
Title(s)
Wealth Advisor
Company Name
Freestone Capital Management
Business Email
Title(s)
Financial Advisor
Company Name
Alterra Advisors
Business Email
Business Category
Title(s)
Senior Vice President
Company Name
Whittier Trust Company
Business Email
Title(s)
Wealth Advisor
Company Name
Merriman, LLC
Business Email
Business Category
Credentials, Professional Designations
CFP®, AFC®
Title(s)
Principal
Company Name
Dan Whitaker Consulting
Business Email
