Doug is a principal of Henrickson Nauta Wealth Advisors. A financial services veteran of 40 years, he has earned the designations of Certified Financial Planner™, Certified Investment Management Consultant®, and Accredited Investment Fiduciary. He also holds the FINRA Series 7, 24, and 66 licenses as well as the Michigan Life and Health Insurance license.
Doug has served on the Board of Directors and numerous other committees at Blythefield Country Club, and he has been the chairman of the club’s Men’s Invitational Committee three times. He has also served on the Board of Directors of Olivia’s Gift, a public foundation focused on developing regional respite homes for children with brain injuries, as well as the Boy Scouts of America Gerald R. Ford Council’s endowment committee.
Doug and his wife, Bonnie, have been married for 43 years and reside in Rockford, Michigan. They have two children, Eric and Jennifer, and are proud grandparents of five grandchildren. Check the background of this investment professional on FINRA's BrokerCheck.
Jeffery Nauta, CFA, CFP®, CDFA, CAIA®
Jeff is a principal and Chief Compliance Officer of the firm and he advises individuals, families, and charitable organizations on all aspects of the wealth management process.
Jeff has earned the prestigious Chartered Financial Analyst (CFA) designation, the Certified Financial Planner™ (CFP®) certification, and the Chartered Alternative Investment Analyst (CAIA) designation. He is a graduate of Grand Valley State University, earning a Bachelor's degree in finance and management, and holds the FINRA Series 7, 24, and 66 licenses, as well as the Michigan Life and Health Insurance license.
Jeff is a member of the CFA Institute, CFA West Michigan Society, and the Financial Planning Association (FPA) where he sits on the board of directors for the FPA of Michigan. He serves on the editorial review board of the Journal of Financial Planning and has served as a subject matter expert assisting in development of the CFP®certification exam and as a member of the CAIA Exam Working Group assisting in the development of the CAIA exam. Jeff has been quoted in numerous financial publications including Consumers Digest, Bankrate.com, and the Wall Street Journal and many other publications.
Jeff and his wife, Katie, live in Ada, Michigan with their sons, Cole and Landon. Check the background of this investment professional on FINRA's BrokerCheck.
Olga S. Hejl, CAIA®, CRPC®, CMFC®
Olga is an advisor with Henrickson Nauta Wealth Advisors. Joining us in 2018, she counsels individuals, families and small businesses on various aspects of financial planning. The priority and focus of her work are making sure all facets of a client’s financial affairs have been reviewed and are on track to meet their current and future goals.
Olga has worked in the financial industry for 13 years. She is a graduate of Davenport University, earning a Bachelor's degree of business administration in finance. She holds the FINRA Series 7, 66 and Michigan Life and Health Insurance License. In addition, she has earned the designations of Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®), and the Chartered Alternative Investment Analyst (CAIA®)
Olga and her husband, Jeremy, live in Hudsonville with their children. She enjoys spending time with the family and friends, volunteering at local charities, as well as participating in running groups around the Grand Rapids area. Check the background of this investment professional on FINRA's BrokerCheck.
Matthew Smartt, CFP®, CCFS®
Matt joined the firm in 2015. He is a wealth advisor and is responsible for assistance with client relationship management, comprehensive financial planning, and investment management.
Matt graduated from Grand Valley State University with honors, earning a Bachelor’s degree in finance. He has earned the designations of Certified Financial Planner™ and Certified College Funding Specialist™. Matt specializes in helping families navigate and maximize the late-stage college funding landscape, as well as offers guidance on student loan optimization. He also holds the FINRA Series 7 and 66 licenses in addition to the Michigan Life and Health Insurance License.
Matt resides in Rockford, Michigan. In his free time, he enjoys playing hockey, fishing, and golfing. Check the background of this investment professional on FINRA's BrokerCheck.
Shawn T. Healy, AWMA®
Shawn joined Henrickson Nauta as a wealth advisor in 2023. He prides himself on building strong personal and professional relationships with clients, working collaboratively with these individuals and families to help them achieve their most important financial and life goals.
Shawn has served as an advisor in the financial services industry for 24+ years. Shawn earned a Bachelor of Business Administration degree from Western Michigan University in 1991. He holds the designation of Accredited Wealth Management Advisor (AWMA) from the College of Financial Planning. In addition, he holds FINRA series 7, 63, and 65 licenses as well as Life and Health Insurance Licenses.
Shawn and his wife, Kim, have been married for 29 years and live in Rockford, Michigan. They have two children, Allyson and Kevin. Shawn enjoys family and friends, golf and most anything with sports.
Tamara Snable, FPQP®
Tamara joined Henrickson Nauta in 2008. As Director of Client Services she is responsible for all aspects of the day-to-day needs of our clients. Tamara plays an integral role in the success of our client relationships by ensuring that the workflow of our portfolio servicing is done in a timely, efficient, and thorough manner.
Tamara has worked in the financial services and insurance industry since 2004. She attended Northwood University, majoring in Banking/Finance and Management. She holds the FINRA Series 7, 24, 65, and 66 licenses in addition to the Michigan Life and Health Insurance License.
Tamara and her husband, Patrick, live in Rockford, Michigan with their son and daughter. Check the background of this investment professional on FINRA's BrokerCheck.
Jennifer L. Castillo
Jennifer is the Marketing Director for Henrickson Nauta Wealth Advisors. Joining the firm in 2011, she is responsible for the overall image and promotion of the firm and also assists with internal operations and systems.
With over fifteen years of experience in the financial industry, Jennifer’s background includes wealth management support to both independent advisors as well as private money managers. Before coming to Henrickson Nauta Wealth Advisors, she spent multiple years in Santa Barbara, California, where she directly assisted the Chief Operating Officer and Head of Investment Performance and Client Communications for a multi-billion dollar bond manager. Jennifer also handled operations, client service, and account administration for a boutique investment advisory firm.
Jennifer is Doug Henrickson’s daughter. She and her husband, Gabriel, reside in Grand Rapids, with their son and daughter.
Sara Lewis, CFP®, FPQP®
Sara is the Client Service Manager for Henrickson Nauta Wealth Advisors. Joining the firm in 2017, she handles portfolio administration and servicing, as well as the preparation of our client performance reports.
Sara has earned the designation of Financial Paraplanner Qualified Professional™. She has over ten years of experience in the financial industry. Prior to joining Henrickson Nauta Wealth Advisors, she worked in retirement plan services with a focus on defined contribution plans. Sara graduated from Davenport University, earning a Bachelor’s degree of business administration in finance.
Sara and her husband, James, live in Cedar Springs, Michigan with their son and daughter.
Heidi M. Rozema, MST, EA
Heidi joined Henrickson Nauta Wealth Advisors in 2017 as a Client Care Director and has since transitioned to the role of Tax Manager. She assists with various internal operations, including tax preparation and returns. Heidi is an Enrolled Agent with the IRS and is currently pursuing her Master's in Taxation and also working towards her CPA.
Heidi was formerly the owner and CFO of a transportation company, where she managed the finances and growth of the company for seven years. She also has over 14 years of experience in bookkeeping and assisting small companies with their systematic records. Heidi attended Capella University, where she earned a Bachelor’s degree in business with a specialization in accounting.
Heidi lives in Rockford, Michigan with her husband, Drew, and their three children.
Keri Cote, FPQP®
Keri joined the Henrickson Nauta team in 2022 and is the first face you’ll spot in our office. In her role as Executive Administrative Assistant, she helps to keep the team and facilities client focused. Joining HNWA as a tenured finance call center manager, Keri brings over a dozen years of customer service and operational experience to the team.
A native of Grand Rapids, Keri returned to Michigan in late 2021 after a decade in Phoenix, Arizona. She currently resides in Comstock Park with her husband where she enjoys bird watching with her cat and long walks around the neighborhood with her dogs.
A paper craft enthusiast, Keri spends her free time making greeting cards and curating and organizing more art supplies.
Anna-Maria Astor
Anna-Maria joined Henrickson Nauta in 2023 as an Associate Wealth Advisor. Her role involves supporting the creation of comprehensive financial plans, fostering client relationships, and ensuring the efficient flow of the wealth management process.
Anna-Maria has worked in the financial industry since 2020. She graduated with honors from Western Michigan University, earning a bachelor’s degree in personal financial planning, with a minor in business management. Before joining Henrickson Nauta, Anna-Maria worked as a personal financial coach, helping individuals with their finances, and promoting financial literacy in the community.
Anna-Maria lives in Grand Rapids, Michigan. In her free time, she enjoys traveling, exploring new experiences, and connecting with people.
Brittney Docter, FPQP®
Brittney joined Henrickson Nauta in 2023 as a Client Service Representative. She takes pride in problem solving and assisting with the daily financial needs of our clients.
Brittney graduated from Davenport University in 2019 with honors, earning a Bachelor’s degree of business administration in marketing. Following graduation, she spent multiple years directly assisting the Managing Partner of a leading Life Insurance agency in Grand Rapids, Michigan, as well as assisting a Financial Advisor, gaining knowledge in wealth management, estate planning, and executive compensation. Brittney holds the Life, Accident and Health Insurance license in multiple states.
Brittney and her husband, Blake, reside in Sand Lake, Michigan, where they enjoy hunting, fishing, gardening, and tending to their chickens.
Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Investment advisory services offered through Henrickson Nauta Wealth Advisors, Inc., a registered investment advisor. Henrickson Nauta Wealth Advisors, Inc. and Henrickson Nauta Insurance Advisors, LLC are not affiliated with Triad Advisors, LLC.
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