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 CPA, CFP®
Principal and Senior Financial Advisor
Denise Rodriguez
Advisory Services Associate
William Masse
Associate Advisor
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 Andersen, 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
Principal and Director of Business Operations
Michelle Eldridge
Chief Compliance Officer and General Counsel
Robert Freedman
Director of Marketing
Ben Watson
Principal and Technology Manager
Clarissa Rocha
Office Coordinator