Team Hewins
Some financial decisions are too important to navigate alone. At Team Hewins, we believe your wealth represents so much more than numbers on a page—it embodies possibilities, security, and confidence to reach the future you envision. We're a team in every sense of the word. Here, you don't just get one advisor—you get a dedicated group of financial professionals throughout the entire process. Before working with us, clients feel overwhelmed and under-supported. Their finances feel complex, accounts are scattered everywhere, and they may be working with an advisor but don't feel truly taken care of. When a big life decision comes up, they realize there are countless considerations they hadn't thought about. After working with us, clients feel organized, confident, and relieved. Their once-scattered accounts are now organized in an easy-to-understand manner that aligns with their goals. We've helped them define exactly what they didn't know and created a clear path forward for life's big decisions. Interested? We invite you to learn more about our first complimentary meeting, Big Decision Clarity, here: https://bit.ly/4eAOhD0 - The material presented by Team Hewins is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Team Hewins, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Team Hewins expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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Verified contacts
34
available on Kipplo
LinkedIn employees
30
11 to 50 range
Open roles
—
no listings
Distinct roles
23
indexed titles
Tech stack
4
tools in use
Monthly traffic
592
organic / mo
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Decision-makers and verified team members
34 contacts with verified email or phone · masked until revealed.
- KS
Karl Schwartz
Principal, Senior Financial Advisor · Finance & Accounting
EmailPhone - TT
Thuong Thien
Principal, Senior Financial Advisor · Finance & Accounting
EmailPhone - CK
Carolyn Kelly
Principal, Lead Financial Advisor · Other
EmailPhone - CA
Chris Anderson
Operations Manager and Principal · Operations
EmailPhone - KV
Kaycia Voorman
Senior Operations Associate · Operations
EmailPhone - TS
Thaymar Sanchez
Marketing Operations Manager · Advertising & Marketing
EmailPhone - DR
Denise Rodriguez
Senior Client Service Specialist · Customer/Client Service
EmailPhone - DF
Derek France
Senior Trading Associate · Finance & Accounting
EmailPhone - RG
Rachael Grattan
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 34 verified contacts
Top roles at Team Hewins
23 distinct titles indexed · top 10 shown.
- 5financial advisor
- 3principal, senior financial advisor
- 2client service specialist
- 2principal, chief investment officer, senior financial advisor
- 2principal, founding member
- 1&,
- 1associate advisor
- 1associate financial advisor
- 1cco & general counsel
- 1client service lead
- +13more titles
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