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.
Financial Advisors
Dr. Jason Van Duyn CFP®, ChFC, CLU, MBA
PRESIDENT
- 586-731-6020
- 586-731-6160
- jason@aquestwealth.com
Robert Dietrich, CFPA
LPL Financial Advisor
- 586-731-6020
- 586-731-6160
- rob@aquestwealth.com
Elliott Hurford CFP®
LPL Financial Advisor
- 586-731-6020
- 586-731-6160
- elliott@aquestwealth.com
- Schedule An Appointment
Andrew Morris
LPL FINANCIAL ADVISOR
- 586-731-6020
- 586-731-6160
- andrew.morris@aquestwealth.com
Michael Rubino
LPL FINANCIAL ADVISOR
- 586-731-6020
- 586-731-6160
- michaelrubino@aquestwealth.com
Bob Stockoski, CFP®, ChFC, MBA
LPL Financial Advisor
- 586-731-6020
- 586-731-6160
- bob@aquestwealth.com
Cleat Lindsey
MANAGING DIRECTOR
- 586-731-6020
- 586-731-6160
- Cleaton.lindsey@aquestwealth.com
Operations and Support Staff
Jessica Powell, CFP®
CHIEF operations officer +
senior paraplanner
- 586-731-6020
- 586-731-6160
- jessica.powell@aquestwealth.com
Kade Bacon
administrative assistant
- 586-731-6020
- 586-731-6160
- kade.bacon@aquestwealth.com
Jason Drummy
INVESTMENT assistant
- 586-731-6020
- 586-731-6160
- jason.drummy@aquestwealth.com
Sondra Lazzarini
Transition specialist
- (586) 731-6020
- (586) 731-6160
- sondra.lazzarini@aquestwealth.com
Debora Rossi
Client services manager +
marketing coordinator
- 586-731-6020
- 586-731-6160
- debora@aquestwealth.com
Nicole Parsons, MBA
BRANCH OPERATIONS MANAGER
- 586-731-6020
- 586-731-6160
- nicolerubino@aquestwealth.com
Sarah Russell
Administrative Assistant
- (989) 921-0307
- (989) 497-7883
- Sarah@aquestwealth.com
D'Artagnan Van Duyn
Chief Executive Pawfficer
- 586-731-6020
- 586-731-6160
