OUR TEAM

Douglas Henrickson CFP®, CIMC®

PRINCIPAL

Jeffery Nauta CFA, CFP®, CAIA®, CDFA

PRINCIPAL &
CHIEF COMPLIANCE OFFICER

Olga Hejl CAIA®, CRPC®, CMFC®

WEALTH ADVISOR

Shawn Healy AWMA®

WEALTH ADVISOR

Tamara Snable FPQP®

DIRECTOR OF CLIENT SERVICES

Jennifer Castillo

MARKETING DIRECTOR

Sara Lewis CFP®, FPQP®

CLIENT SERVICE MANAGER

Keri Cote FPQP®

EXECUTIVE ADMINISTRATIVE ASSISTANT

Anna-Maria Astor CFP®

ASSOCIATE WEALTH ADVISOR

Brittney Docter FPQP®

CLIENT SERVICE REPRESENTATIVE

Alex Blick

ASSOCIATE WEALTH ADVISOR

Adam Waleskowski

INSURANCE ADVISOR

Mark Henley CPA

DIRECTOR OF TAX AND WEALTH ADVISOR