Our Team

The AQuest Wealth team is composed of CERTIFIED FINANCIAL PLANNER™ professionals, MBAs, Chartered Life Underwriters, and Chartered Financial Consultants, all of whom consult together to pair client investments with financially sound tax strategies for high productivity and efficiency. Since 2009, our team has provided seasoned financial advice for individuals and businesses who seek to make their financial future their own. 

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

PRESIDENT

Matthew Gross, FPQP™

VICE PRESIDENT

Duncan MacEachern

Managing director

Cleat Lindsey

MANAGING DIRECTOR

Andrew Morris

LPL FINANCIAL ADVISOR

Michael Rubino

LPL FINANCIAL ADVISOR

Bob Stockoski, CFP®, ChFC, MBA

LPL Financial Advisor

Robert Dietrich

LPL Financial Advisor

Elliott Hurford

LPL Financial Advisor

Jonathan Bailey, CPA, MST

Tax Planning Assistant

Jessica Powell CFP®

Paraplanner

Terry Lee, CFP®

PARAPLANNER

Sarah Russell

Administrative Assistant

Nicole Rubino, MBA

BRANCH OPERATIONS MANAGER

Alissa Wiley

Administrative Assistant

Dylan Kelly

Marketing manager

Debora Rossi

Client services manager & marketing coordinator

Mary Jo Luke

Administrative Assistant

Josh Grow

Administrative assistant

Joe Cercone

administrative assistant

D'Artagnan Van Duyn

Chief Executive Pawfficer