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
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
Lorena Scandrick
Office Administrator
Eleanor Sasaki
Registered Paraplanner
Michelle Buxton
Registered Paraplanner
Zenfira Djafarova
Paraplanner
Amber Runno
Office Administrator
