OUR TEAM

Douglas Henrickson CFP®, CIMC®

PRINCIPAL

Jeffery Nauta CFA, CFP®, CAIA®, CDFA

PRINCIPAL &
CHIEF COMPLIANCE OFFICER

Shawn Healy AWMA®

WEALTH ADVISOR

Olga Hejl CAIA®, CRPC®, CMFC®

WEALTH ADVISOR

Anna-Maria Astor CFP®, CPWA®

WEALTH ADVISOR

Alex Blick

ASSOCIATE WEALTH ADVISOR

Jennifer Castillo

MARKETING DIRECTOR

Keri Cote FPQP®

EXECUTIVE ADMINISTRATIVE ASSISTANT

Brittney Docter FPQP®

CLIENT SERVICE REPRESENTATIVE

Monica Dykman EA

TAX MANAGER

Ethan Guernsey

CLIENT SERVICE REPRESENTATIVE

Mark Henley CPA, CFP®

DIRECTOR OF TAX AND WEALTH ADVISOR

Sara Lewis CFP®, FPQP®

CLIENT SERVICE MANAGER & ASSOCIATE ADVISOR

Tamara Snable FPQP®

DIRECTOR OF CLIENT SERVICES

Adam Waleskowski

INSURANCE ADVISOR