*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,
AWMA®, CRPS®

WealthCoach™ &
Retirement Plan Specialist

FirsWave Financial Jamie B Ostrander

Jamie B. Ostrander

WealthCoach

FirsWave Financial Leslie Carlson

Leslie Carlson, CAP

Vice President of Client Operations

Joan Soderberg

Joan Soderberg

Client Service Associate

FirsWave Financial Brenda Mowbary Walker

Brenda Mowbray-Walker

Client Service Project Coordinator & Administrative Assistant

Maria Sulick

Maria Sulick

Client Service Associate

Neil-Jackson

Neil Jackson, MBA

Financial Manager

FirsWave Financial Troy Lerche

Troy Lerche, FPQP™, CFP®

Head Trader &
Financial Planning Associate

Tonyah Everett, FPQP™

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