meet our financial advisors
Aim high—we’ll get you there
welcome to team hewins
Something in your life has shifted, and your finances need to keep up.
Maybe it’s an equity payout, a promotion that changed everything, moving through a divorce, or stepping into a new chapter like retirement. Whatever brought you here, we know that life’s biggest transitions rarely come with a roadmap.
If you’ve spent years working with traditional advisors focused only on stock picks, you’ve likely missed out on the high-level coordination, proactive tax strategies, and ongoing partner support your situation actually requires.
That’s where we come in.
Operating across the San Francisco Bay Area, South Florida, and virtually nationwide, our team of 12 CERTIFIED FINANCIAL PLANNER® professionals turns scattered accounts and competing priorities into a single, strategic view. More than just delivering data, we provide the clear, decisive guidance you need to make big choices with total confidence.
find your ideal financial advisor now
We are called “Team Hewins” for a reason. Our collaborative model means your wealth strategy draws from a collective of professionals with diverse specializations, so your plan is never limited to one person’s perspective.
Use the filters below to get to know our individual advisors, their focus areas, and the personalities behind the team.
*Please click here for complete definitions of our professional designations.
Roger Hewins
John Bussel
Patrice Cresci, CFP®
Thuong Thien, CFP®
Karl Schwartz, CPA, CFP®
Carolyn Kelly, CFP®
Clari Nolet, CFP®, CDFA®
Philip Herzberg, CFP®, CDFA®, CTFA, AEP®
Deborah Peri, CFP®
Rachael Grattan, CFP®
Shelby Miller, CFP®
Christina Gann Munguia, CFP®
Wesley Wood, CFP ®
Alex Hosseinlar, CFP®
Hoyt Drynan
Alex Larsen
Maggie Avery
Mali Ennis
Mikhael Balachov
Ka-Tye Koo
Michelle McCarthy
Chris Anderson, CIPM®
Luke Hayes
Amy Wong
Denise Rodriguez
Christine Armstrong
Samantha Vo Meester
Thaymar Sanchez
Derek France
Kaycia Voorman, CIPM®
Jack Nelson
Kristina Rodriguez
distinguished alumni
Martha Post
Kris Mauger
we invest in you
$4.270B
Total Assets Under Management as of 06/30/26
100%
Fee only
14
Advisors
let us be your guide
Our advisors get up every day excited to help our clients. Whether it’s scenario planning for retirement, budgeting for a vacation home, or the peace of mind that comes with having us on your side, we can’t wait to help you every step of the way.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions