Our team is your team
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.
Principal and Director of Investment Operations
Chris Anderson, CIPM
Investment Operations Lead
Senior Trading Associate
Senior Operations Associate
Senior Reporting Analyst
Client Service Lead
Senior Client Service Specialist & Marketing Coordinator
Senior Client Service Specialist
Principal and Director of Business Operations
Chief Compliance Officer and General Counsel
Principal and Technology Manager