your trusted advisory team
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meet the team
Our professional advisors have all the qualifications you’d expect, including 11 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
Principal, President
John Bussel
Principal, Chief Investment Officer
Patrice Cresci, CFP®
Principal, Senior Financial Advisor, Regional Director
Thuong Thien, CFP®
Principal, Senior Financial Advisor
Karl Schwartz, CPA, CFP®
Principal, Senior Financial Advisor, Regional Director
Clari Nolet, CFP®, CDFA®
Senior Financial Advisor
Carolyn Kelly, CFP®
Lead Financial Advisor
Philip Herzberg, CFP®, CTFA, AEP®
Lead Financial Advisor
Rachael Grattan, CFP®
Financial Advisor
Shelby Miller, CFP®
Financial Advisor
Zac Riera, CFP®
Financial Advisor
Elena Song, CFP®
Financial Advisor
William Masse, CFP®
Financial Advisor
Investment Committee
Roger Hewins
Principal, President
John Bussel
Principal, Chief Investment Officer
Martha Post, CFA
Principal, Chief Operating Officer
Investment Operations
Ka-Tye Koo
Principal, Director of Operations & Advisor Development
Chris Anderson, CIPM
Investment Operations Lead
Kris Mauger
Client Service Lead
Derek France
Senior Trading Associate
Chelsea Blakeley
Senior Client Service Specialist, Marketing Coordinator
Denise Rodriguez
Senior Client Service Specialist
Kaycia Voorman
Operations Associate
Business Operations
Mikhael Balachov
Principal, Chief Experience Officer
Michelle Eldridge
Chief Compliance Officer, General Counsel
Ben Watson
Principal, Technology Manager
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
13
Advisors
* as of 06/30/21 Team Hewins had $2.366B in Assets Under Management (AUM) and $303M in Assets Under Advisement (AUA).
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.