There's Only One FirstWave®

(321) 773-7773

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Team Members

Laura Chiesman

CFP®, CDFA®

President & WealthCoach™

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Robert DeVries

MBA, AWMA®, CRPS®

WealthCoach™ & Retirement Plan Specialist

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Jamie B. Ostrander

WealthCoach™

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Leslie Carlson

FPQP™, CAP

Vice President of Client Operations

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Julie Allen

MBA

Vice President of Business Operations

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Tom Kirk

CPA-PFS

Founder and WealthAdvocate™

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Neil Jackson

MBA

Finance Manager

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Trina Gorsuch

MBA

Business Development and Marketing Manager
Executive Coordinator

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Maria Sulick

FPQP™

Financial Planning Associate

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Joan Soderberg

FPQP™

Client Service Associate

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Brenda Mowbray-Walker

Client Service Project Coordinator & Administrative Assistant

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Ryan Gorsuch

Operations Associate

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Tonyah Everett

FPQP™

Portfolio Administration Associate & Trader

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Patricia Wood

Director of First Impressions

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Lea Ramos

Administrative Assistant

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Disclosure Statement

SATELLITE BEACH LOCATION
1300 Highway A1A, Suite 103
Satellite Beach, FL 32937
P | 321.773.7773

ORLANDO LOCATION
Baldwin Park Village Center
4767 New Broad Street
Orlando, FL 32814

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