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Team Hewins

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PAPhilip Herzberg, CFP®, CDFA®, CTFA, AEP®
Lead Financial Advisor at Team Hewins
#EstatePlanning#TaxAndEstatePlanning#CertifiedTrustAndFinancialAdvisor#AccreditedEstatePlanner#FinancialPlanning
SCShelby Miller, CFP®
Financial Advisor at Team Hewins
#FinancialPlanning#CFP#RetirementPlanning#CollegeEducationPlanning
C Carolyn Kelly​, CFP®
Principal and Lead Financial Advisor at Team Hewins
#FinancialPlanner#FinancialPlanningAdvice#FinanceMarkets
CCClari Nolet, CFP®, CDFA®
Senior Financial Advisor at Team Hewins
#FinancialPlanningAdvice#DivorcePlanning#WealthManagementPersonalFinance
TCThuong Thien, CFP®
Principal, Senior Financial Advisor at Team Hewins
#FinancialPlanningAdvice#WealthManagementPersonalFinance
E Michelle Eldridge
Chief Compliance Officer and Head of Human Resources at Team Hewins
#AlternativeInvestments#AssetAllocation#AssetManagement#Investments#Equities
RCRachael Grattan, CFP®
Financial Advisor at Team Hewins
#FinancialNews#FinancialPlanningForMillennials#FinancialPlanningAssociation#FinancialPlanningAdvice
JBJohn Bussel
Chief Investment Officer at Team Hewins
#WealthManagementPersonalFinance#FinanceMarkets#Wealth#Macroeconomics#InvestmentManagement
CCChristopher Anderson​, CIPM
Investment Operations Lead at Team Hewins
RHRoger Hewins
Founder and President at Team Hewins
#PrivateEquity#Brokers#FinancialServices#TaxStrategies#HighNetWorthClients
MCMartha Post, CFA
Principal and Chief Operating Officer at Team Hewins
#InvestmentManagement#PassiveInvesting#ValueInvesting#Strategy#Investment
PCPatrice Cresci, CFP®
Principal, Senior Financial Advisor, Regional Director at Team Hewins
#InvestmentManagement#FinancialPlanningAdvice#FinancialAdvisory#WealthManagement#FinancialPlanning
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Thaymar SanchezMarketing Operations Manager at Team Hewins