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Team Member Categories (Head Office): Locations Staff

David O’Neil

David ONeil, a middle-aged man in a suit, white shirt, and striped tie, smiles at the camera against a plain background.

David is a registered Portfolio Manager with over 22 years of experience helping investors preserve and grow their financial legacies. Through his holistic approach and network of multidisciplinary experts, he helps affluent families navigate the many complexities that come with wealth. David has an impressive track record of risk management, delivering an exceptional client experience, […]

Carol Beagle

Team Member 1 is a woman with straight shoulder-length dark hair and bangs, wearing a black jacket, smiling at the camera against a white background.

Carol has been the executive assistant to Naguib Kerba for the past 16 years. Prior to joining Bellwether, Carol was at Meridian Credit Union for 18 Years. When Carol is not at work, she enjoys traveling, spending time with her family and anything that involves the outdoors.