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
- 586-731-6020
- 586-731-6160
- jason@aquestwealth.com
Cleat Lindsey
MANAGING DIRECTOR
- 586-731-6020
- 586-731-6160
- Cleaton.lindsey@aquestwealth.com
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
Elliott Hurford
LPL Financial Advisor
- 586-731-6020
- 586-731-6160
- elliott@aquestwealth.com
- Schedule An Appointment
Jessica Powell, CFP®
CHIEF operations officer
senior paraplanner
- 586-731-6020
- 586-731-6160
- jessica.powell@aquestwealth.com
Sarah Russell
Administrative Assistant
- (989) 921-0307
- (989) 497-7883
- Sarah@aquestwealth.com
Nicole Rubino, MBA
BRANCH OPERATIONS MANAGER
- 586-731-6020
- 586-731-6160
- nicolerubino@aquestwealth.com
Debora Rossi
Client services manager & marketing coordinator
- 586-731-6020
- 586-731-6160
- debora@aquestwealth.com
D'Artagnan Van Duyn
Chief Executive Pawfficer
- 586-731-6020
- 586-731-6160
