your trusted advisory team

Access wherever you are

meet the team

Our professional advisors have all the qualifications you’d expect, including nine CERTIFIED FINANCIAL PLANNER™ professionals. You can rely on our dedication to providing you with consistently excellent service.

We look forward to getting to know you and supporting your financial wellbeing for many years to come. Now we invite you to get to know us and schedule a call to learn more.

Advisory Team

Roger Hewins

Roger Hewins

Principal, President

John Bussel

John Bussel

Principal, Chief Investment Officer

Patrice Cresci, CFP®

Patrice Cresci, CFP®

Principal, Senior Financial Advisor, Regional Director

Thuong Thien, CFP®

Thuong Thien, CFP®

Principal, Senior Financial Advisor

Karl Schwartz, CPA, CFP®

Karl Schwartz, CPA, CFP®

Principal, Senior Financial Advisor, Regional Director

Clari Nolet, CFP®, CDFA®

Clari Nolet, CFP®, CDFA®

Senior Financial Advisor

Carolyn Kelly, CFP®

Carolyn Kelly, CFP®

Lead Financial Advisor

Rachael Grattan, CFP®

Rachael Grattan, CFP®

Financial Advisor

Shelby Miller, CFP®

Shelby Miller, CFP®

Financial Advisor

Zac Riera, CFP®

Zac Riera, CFP®

Financial Advisor

Elena Song, CFP®

Elena Song, CFP®

Financial Advisor

William Masse

William Masse

Associate Advisor

Investment Committee

Roger Hewins

Roger Hewins

Principal, President

John Bussel

John Bussel

Principal, Chief Investment Officer

Martha Post, CFA

Martha Post, CFA

Principal, Chief Operating Officer

Investment Operations

Ka-Tye Koo

Ka-Tye Koo

Principal, Director of Operations & Advisor Development

Chris Anderson, CIPM

Chris Anderson, CIPM

Investment Operations Lead

Kris Mauger

Kris Mauger

Client Service Lead

Derek France

Derek France

Senior Trading Associate

Chelsea Blakeley

Chelsea Blakeley

Senior Client Service Specialist, Marketing Coordinator

Denise Rodriguez

Denise Rodriguez

Senior Client Service Specialist

Kaycia Voorman

Kaycia Voorman

Operations Associate

Business Operations

Mikhael Balachov

Mikhael Balachov

Principal, Chief Experience Officer

Michelle Eldridge

Michelle Eldridge

Chief Compliance Officer, General Counsel

Ben Watson

Ben Watson

Principal, Technology Manager

Clarissa Rocha

Clarissa Rocha

Office Coordinator

Please click here for complete definitions of our professional designations.

it all adds up

we invest in you

$2.7B

Total Assets Under Management & Advisement

100%

Fee only

12

Advisors
* as of 03/31/21 Team Hewins had $2.388B in Assets Under Management (AUM) and $288M in Assets Under Advisement (AUA).
Dad hugging son in graduation cap

what does your money mean to you?

Whether your financial goals include a vacation home, a college fund for your kids, or stability for future generations, we’ll guide you every step of the way.

Let’s connect so you can get started.

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