*Click the Team Member below you would like to learn more about.

Tom Kirk, CPA-PFS

FirsWave Financial Tom Kirk

Chairman of Board of Directors &
Founder and WealthCoach

Laura Chiesman, CFP®

FirsWave Financial Laura Cheisman

President & WealthCoach

Robert DeVries, MBA,
AWMA®, CRPS®

FirsWave Financial Robert DeVries

WealthCoach™ &
Retirement Plan Specialist

Jamie B. Ostrander

FirsWave Financial Jamie B Ostrander

WealthCoach

Leslie Carlson, CAP

FirsWave Financial Leslie Carlson

Client Service Manager

Brenda Mowbray-Walker

FirsWave Financial Brenda Mowbary Walker

Client Service Administrative Assistant & Director of First Impressions

Candi Wilson, MBA, FPQP™

Candi-Wilson

Client Service Associate

Neil Jackson, MBA

Neil-Jackson

Business Manager

Maria Sulick

Maria Sulick

Client Service Associate

Charles Staples

Charles Staples

Trader & Portfolio Administrator

Troy Lerche, FPQP™

FirsWave Financial Troy Lerche

Head Trader &
Financial Planning Associate

 Trina Gorsuch, MBA

Trina Gorsuch-01

Executive Administrative Assistant & Business Development Coordinator

 

Gabrielle Vachris

Office Administrative Assistant

Danielle Matthews

FirstWave Financial Danielle Matthews

Marketing Assistant