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
PRESIDENT
- 586-731-6020
- 586-731-6160
- jason@aquestwealth.com
Bob Stockoski, ChFC, MBA
LPL Financial Advisor
- 586-731-6020
- 586-731-6160
- bob@aquestwealth.com
David M Zorn CLU, ChFC
Partner – Licensed Administrator
- (989) 921-0307
- (989) 497-7883
- Dave@aquestwealth.com
Jonathan Bailey, CPA, MST
Tax Planning Assistant
- 586-731-6020
- 586-731-6160
- jonathan@aquesttax.com
Sarah Russell
Administrative Assistant
- (989) 921-0307
- (989) 497-7883
- Sarah@aquestwealth.com
Susan Trupkovich
Administrative Assistant
- 586-731-6020
- 586-731-6160
- susan@aquestwealth.com
