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

Roger Hewins

Roger Hewins
Principal and President

John Bussel

John Bussel
Principal & Chief Investment Officer

Patrice Cresci

Patrice Cresci, CFP®
Principal and Director of Advisory Services

Thuong Thien

Thuong Thien, CFP®
Principal and Senior Financial Advisor

Karl Schwartz

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

Karl Schwartz

Clari Nolet, CFP®, CDFA®
Senior Financial Advisor

 

Carolyn Kelly

Carolyn Kelly, CFP®
Financial Advisor

Rachael Grattan

Rachael Grattan, CFP®
Financial Advisor

William Masse

Shelby Miller, CFP®
Financial Advisor

William Masse

Zac Riera, CFP®
Financial Advisor

William Masse

William Masse
Associate Advisor

INVESTMENT COMMITTEE

Roger Hewins

Roger Hewins
Principal and President

John Bussel

John Bussel
Principal & Chief Investment Officer

Martha Post

Martha Post, CFA®
Principal and Chief Operating Officer

INVESTMENT OPERATIONS

Ka-Tye Koo

Ka-Tye Koo
Principal and Director of Investment Operations

Chris Andersen

Chris Anderson, CIPM
Investment Operations Lead

Derek France

Derek France
Senior Trading Associate

Andrew Harkin

Andrew Harkin
Senior Operations Associate

Michele Connick

Michele Connick
Senior Reporting Analyst

Kris Mauger

Kris Mauger
Client Service Lead

Chelsea Blakeley

Chelsea Blakeley
Senior Client Service Specialist & Marketing Coordinator

Denise Rodriguez

Denise Rodriguez
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

Ben Watson

Ben Watson
Principal and Technology Manager

Clarissa Rocha

Clarissa Rocha
Office Coordinator

Please click here for complete definitions of our professional designations.

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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