• An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
  • An interim calculation in the computation of income tax liability. An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
  • It is computed by subtracting certain allowable adjustments from gross income.
  • An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
Glossary

Your Financial Future Begins with AQuest

Creating a plan for financial freedom

OUR TEAM

image

Dr. Jason Van Duyn CFP®, ChFC, CLU, MBA

President
586-731-6020
586-731-6160
jason@aquestwealth.com

Dr. Jason Van Duyn

Our family’s passion is to spend time together while exploring other cultures and having new experiences!

image

Rod Charles MBA, CFP®

Partner
586-731-6020
586-731-6160
Rod.charles@lpl.com

Rod Charles

Rod enjoys spending time with his wife and children at their cottage on lake Tawas. Rod also heavily involved with Northern Oakland county Civic activities.

image

Jonathan Bailey CPA, MST

Tax Planning Assistant
586-731-6020
586-731-6160
jonathan@aquesttax.com

Jonathan Bailey

Jonathan currently assists the advisors with client tax planning & research. He is passionate about advancing his knowledge of ever changing taxation issues.

image

Robert Dietrich

LPL Financial Advisor
586-731-6020
586-731-6160
rob@aquestwealth.com

Robert Dietrich

As graduate of Michigan State University I enjoy all things “Green”, MSU sports, spending time with family and friends in the outdoors, and helping clients achieve the highest level of success in their financial endeavors.

image

Bob Stockoski, MBA

LPL Financial Advisor
586-731-6020
586-731-6160
bob@aquestwealth.com

Bob Stockoski

I enjoy spending time outdoors at my house in Clarkston with my wife, two kids and dog. My passion is traveling the world to experience all the different landscapes and gain an appreciation for others’ cultures.

image

Alissa Wiley

Administrative Assistant
586-731-6020
586-731-6160
alissa@aquestwealth.com

Alissa Wiley

Alissa keeps busy as a new mom to her son Kade Everette.

image

Mary Ellen Faulkner

Branch Operations Manager
248-371-9100
maryellen@aquestwealth.com

Mary Ellen Faulkner

Seven working in a financial office prior to joining Aquest Wealth, along with 30 years of personal income tax preparation. Mary Ellen and her husband Don live in Leonard, Michigan. They have a son, daughter & six grandchildren that keep them busy with their activities. She loves spending time with all the grandchildren, traveling with her husband and family along with scrapbooking all their special memories.

image

Matthew Gross, FPQP™

Client Service Associate
586-731-6020
586-731-6160
matt@aquestwealth.com

Matthew Gross

Matthew has always had a passion for soccer. He grew up playing for a local club team Waza F.C which was ranked in the top 5 best club teams in the country for a consecutive 4 years in a row. He has recently graduated from Rochester College where he started and play for 4 years, he has been to 3 national championships in the Rochester uniform and plans on carrying the success he had in his soccer career into his professional career.

image

Sarina

Client Service Representative
586-731-6020
Sarina@aquestwealth.com

Sarina

She enjoys spending time with friends and family.

logo cfp

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IN,IL,TX,MI,NC,AZ,VA,FL,OH,CO