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

FirsWave Financial Tom Kirk

Tom Kirk, CPA-PFS

Chairman of Board of Directors &
Founder and WealthAdvocate

FirsWave Financial Laura Cheisman

Laura Chiesman, CFP®, CDFA®

President & WealthCoach

FirsWave Financial Robert DeVries

Robert DeVries, MBA,

WealthCoach™ &
Retirement Plan Specialist

FirsWave Financial Jamie B Ostrander

Jamie B. Ostrander


FirsWave Financial Leslie Carlson

Leslie Carlson, CAP

Client Service Manager

Joan Soderberg

Joan Soderberg

Client Service Associate

FirsWave Financial Brenda Mowbary Walker

Brenda Mowbray-Walker

Administrative Assistant to Client Service Manager & Client Service Project Coordinator

Maria Sulick

Maria Sulick

Client Service Associate


Neil Jackson, MBA

Business Manager

FirsWave Financial Troy Lerche

Troy Lerche, FPQP™

Head Trader &
Financial Planning Associate

Tonyah Everett

Portfolio Administration &
Operations Associate

Amanada Nygard

Amanda Nygard

Marketing and Office Assistant

Trina Gorsuch

Trina Gorsuch, MBA

Executive Coordinator to the President and the Founder & Business Development and Marketing Manager