Our Team

Who We Are

John Hoogenboom

John Hoogenboom

President

Kyla Westover, CAP

Kyla Westover, CAP

Vice President

Nicole Stefanowicz

Nicole Stefanowicz

Chief Operating Officer

Nathan Gourd

Nathan Gourd, CFA

Head of Portfolio Research

Carl Haasper, CPA

Carl Haasper, CPA

Bailey Troyer

Bailey Troyer

Administrative Associate

Client Onboarding Process

OUR TEAM APPROACH ADDS PERSPECTIVE TO ALL WE DO AND ADDS INCREASED BENEFITS TO OUR CLIENTS