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Albion Team

Investments Team

W. Toby Levitt
Chief Investment Officer and CEO

John Bird, CFA, CFP®, MBA
President

John Bergerson, CFA, MBA
Vice President, Portfolio Manager, and Financial Analyst

Mason Woolf, MBA
Analyst

Jon Larsen
Portfolio Manager, Analyst

Jason L. Ware, MBA
Analyst

Douglas Wells, CFA, CFP®, MBA
Vice President

 

Financial Advisors

Debbie Knotts, CFP®, CLU®
Vice President and Personal Financial Advisor

Sarah Bird, CFP®
Personal Financial Advisor

Kim McNeil, CFP®
Personal Financial Advisor

Devin Pope, MBA, CFP®
Personal Financial Advisor

 

Client Service Team

Carrie Kerr
Systems Manager

Camden Chamberlain
Operations

Zenfira Djafarova
Human Resources

Eleanor Sasaki
Registered Paraplanner

Michelle Buxton
Registered Paraplanner

Liz Bernhard
Registered Paraplanner

Amber Runno
Office Administrator

© 2002-2008 Albion Financial Group
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