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

CPA-PFS

Chairman of Board of Directors & Founder and WealthAdvocate

Neil Jackson

MBA

Financial Manager

Trina Gorsuch

MBA

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

Maria Sulick

FPQP™

Financial Planning Associate

Joan Soderberg

FPQP™

Client Service Associate

Laura Fedorenko

Client Service Associate

Brenda Mowbray-Walker

Client Service Project Coordinator & Administrative Assistant

Ryan Gorsuch

Operations Associate

Tonyah Everett

FPQP™

Portfolio Administration Associate & Trader

Patricia Wood

Director of First Impressions

Hannah E. Beatty

MBA

Executive Assistant to President and Owner

Lea Ramos

Administrative Assistant