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There's Only One FirstWave®

Team Members

Laura Chiesman

CFP®, CDFA®

President & WealthCoach

Robert DeVries

MBA, AWMA®, CRPS®

WealthCoach™ & Retirement Plan Specialist

Jamie B. Ostrander

WealthCoach

Leslie Carlson

FPQP™, CAP

Vice President of Client Operations

Julie Allen

MBA

Vice President of Business Operations

Tom Kirk

Founder and WealthAdvocate™

Neil Jackson

MBA

Finance Manager

Trina Gorsuch

MBA

Business Development and Marketing Manager
Executive Coordinator

Maria Sulick

FPQP™

Financial Planning Associate

Joan Soderberg

FPQP™

Client Service Associate

Brenda Mowbray-Walker

Client Service Project Coordinator & Administrative Assistant

Ryan Gorsuch

Client Service Associate

Tonyah Everett

FPQP™

Portfolio Administration Associate & Trader

Patricia Wood

Director of First Impressions

Lea Ramos

Administrative Assistant