THE COMPANY    |   ALBION PHILOSOPHY    |   ALBION TEAM  

 

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

 

Lorena Scandrick
Office Administrator

Lorena joined Albion Financial Group in 2006.

Lorena helps oversee the daily operations of Albion.  Her responsibilities include financial accounting, human resources, and compliance.

Lorena received a Bachelor of Science degree from the University of Phoenix in Honolulu, Hawaii. 

In her spare time, Lorena enjoys reading, gardening, traveling, and spending time with her children and husband.

© 2002-2005 Albion Financial Group
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