Our Team

The AQuest Wealth is composed of Certified Financial Planners, MBAs, Chartered Life Underwriters, and Chartered Financial Consultants, all of whom consult with their in-house Certified Public Accountant to pair client investments with financially sound tax strategies for high productivity and efficiency. Since 2009, our team has provided expert financial advice for individuals and businesses who seek to make their financial future their own. 

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


Bob Stockoski, ChFC, MBA

LPL Financial Advisor

Rebecca Mennen


David M Zorn CLU, ChFC

Partner – Licensed Administrator

Robert Dietrich

LPL Financial Advisor

Elliott Hurford

LPL Financial Advisor

Jonathan Bailey, CPA, MST

Tax Planning Assistant

Terry Lee, CFP®


Matthew Gross, FPQP™


Kathy Hoover, FPQP™


Alissa Wiley

Administrative Assistant

Sarah Russell

Administrative Assistant

Susan Trupkovich

Administrative Assistant

Gary Burton

Marketing Manager