Our team is your team

The name “Team Hewins” is very meaningful to us. Our people work for you and with you. Our team members share two essential qualities:

1. Professional competence. Our professional advisors bring the qualifications you expect to see, especially the CERTIFIED FINANCIAL PLANNER (CFP®) credential, a strong work ethic, and a dedication to excellence. Our clients deserve the best, and their complex needs require it.

2. Commitment. From our most senior advisors to our newest associates, Team Hewins’ people love our clients and live to serve. You can’t teach, train, or pay for this characteristic. It must be in your DNA and our people have to have it; it’s not an option.

Please take a moment to scroll through our roster of professionals. These are the people you’ll work with to plan your future. Team Hewins will empower you and your family to live the life you want and achieve the goals that matter most.

ADVISORY TEAM


Patrice Cresci, CFP®
Principal and Director of Advisory Services

Thuong Thien, CFP®
Principal and Senior Financial Advisor

Karl Schwartz, CPA, CFP®
Principal and Senior Financial Advisor

Carolyn Kelly, CFP®
Financial Advisor

Christina Gann Munguia, CFP®
Financial Advisor

Rachael Grattan, CFP®
Financial Advisor

Denise Rodriguez
Advisory Services Associate

INVESTMENT COMMITTEE

Roger Hewins
Principal and President

John Bussel
Principal and Chief Investment Officer

Martha Post, CFA
Principal and Chief Operating Officer

INVESTMENT OPERATIONS


Ka-Tye Koo
Principal and Director of Investment Operations

Chris Anderson, CIPM
Senior Operations Associate

Derek France
Senior Trading Associate

Andrew Harkin
Senior Operations Associate

Michele Connick
Senior Reporting Analyst

Kris Mauger
Senior Client Service Specialist

Chelsea Blakeley
Senior Client Service Specialist

BUSINESS OPERATIONS

Mikhael Balachov
Mikhael Balachov
Principal and Director of Business Operations
Michelle Eldridge
Michelle Eldridge
Chief Compliance Officer and General Counsel
Rob Freedman
Robert Freedman
Director of Marketing
Ben Watson
Ben Watson
Principal and Technology Manager

Please click here to learn about our professional designations