Team Members

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

FirsWave Financial Robert DeVries

Robert DeVries, MBA,
AWMA®, CRPS®

WealthCoach™ &
Retirement Plan Specialist

FirsWave Financial Laura Cheisman

Laura Chiesman, CFP®, CDFA®

President & WealthCoach

FirsWave Financial Jamie B Ostrander

Jamie B. Ostrander

WealthCoach

 

Leslie Carlson, CAP

Vice President of Client Operations

FirsWave Financial Tom Kirk

Tom Kirk, CPA-PFS

Chairman of Board of Directors &
Founder and WealthAdvocate

Julie Allen

Vice President of Business Operations

 

Neil-Jackson

Neil Jackson, MBA

Financial Manager

Trina Gorsuch

Trina Gorsuch, MBA

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

Maria Sulick

Maria Sulick

Financial Planning Associate

FirsWave Financial Brenda Mowbary Walker

Brenda Mowbray-Walker

Client Service Project
Coordinator & Administrative
Assistant

Joan Soderberg

Joan Soderberg

Client Service Associate

Tonyah Everett, FPQP™

Portfolio Administration
Associate & Trader

 

Director of First Impressions

Administrative Assistant