meet our financial advisors
Aim high—we’ll get you there
welcome to team hewins
We are excited you’re here and look forward to supporting your path to financial wellbeing. Our professional financial advisors, including 11 CERTIFIED FINANCIAL PLANNER® professionals, are here to guide you through the financial planning process and for all of your financial decisions to come.
We look forward to getting to know you soon. Now we invite you to get to know us.
find your ideal financial advisor now
*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®
Alex Hosseinlar, CFP®
Hoyt Drynan
Alex Larsen
Maggie Avery
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
$3.964B
Total Assets Under Management as of 12/31/25
100%
Fee only
13
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