• An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
  • An interim calculation in the computation of income tax liability. An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
  • It is computed by subtracting certain allowable adjustments from gross income.
  • An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
Glossary

Your Financial Future Begins with AQuest

Creating a plan for financial freedom

OUR TEAM

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

President
586-731-6020
586-731-6160
jason@aquestwealth.com

Dr. Jason Van Duyn

Our family’s passion is to spend time together while exploring other cultures and having new experiences!

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Rebecca Mennen

Partner
586-731-6020
586-731-6160
rebecca@aquestwealth.com

Rebecca Mennen

Rebecca is a mother to a teenage daughter and in her free you will find her teaching yoga, communing with nature or with her nose in a book.

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Rod Charles CFP®, MBA

Partner
586-731-6020
586-731-6160
Rod.charles@lpl.com

Rod Charles

Rod enjoys spending time with his wife and children at their cottage on lake Tawas. Rod also heavily involved with Northern Oakland county Civic activities.

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David M Zorn CLU, ChFC

Partner
(989) 921-0307
(989) 497-7883
Dave@aquestwealth.com

David M Zorn CLU, ChFC

Dave enjoys spending time with his three grown children and their families, friends and road trips with his wife Kenna to see America and traveling to other countries. He likes to read, fish, hike and exercise.   

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Jonathan Bailey CPA, MST

Tax Planning Assistant
586-731-6020
586-731-6160
jonathan@aquesttax.com

Jonathan Bailey

Jonathan currently assists the advisors with client tax planning & research. He is passionate about advancing his knowledge of ever changing taxation issues.

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Robert Dietrich

LPL Financial Advisor
586-731-6020
586-731-6160
rob@aquestwealth.com

Robert Dietrich

As graduate of Michigan State University I enjoy all things “Green”, MSU sports, spending time with family and friends in the outdoors, and helping clients achieve the highest level of success in their financial endeavors.

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Bob Stockoski MBA

LPL Financial Advisor
586-731-6020
586-731-6160
bob@aquestwealth.com

Bob Stockoski

I enjoy spending time outdoors at my house in Clarkston with my wife, two kids and dog. My passion is traveling the world to experience all the different landscapes and gain an appreciation for others’ cultures.

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Alissa Wiley

Administrative Assistant
586-731-6020
586-731-6160
alissa@aquestwealth.com

Alissa Wiley

Alissa keeps busy as a new mom to her son Kade Everette.

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Terry Lee CFP®

Administrative Assistant
(989) 921-0307
(989) 497-7883
Terry@aquestwealth.com

Terry Lee

Terry is Licensed in the State of Michigan for Life, Accident and Health, Fixed and Variable Annuities.  He works as a licensed assistant and maintains State of Michigan series 63 and series 7 licenses with LPL Financial. 

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Matthew Gross FPQP™

Client Service Associate
586-731-6020
586-731-6160
matt@aquestwealth.com

Matthew Gross

Matthew has always had a passion for soccer. He grew up playing for a local club team Waza F.C which was ranked in the top 5 best club teams in the country for a consecutive 4 years in a row. He has recently graduated from Rochester College where he started and play for 4 years, he has been to 3 national championships in the Rochester uniform and plans on carrying the success he had in his soccer career into his professional career.

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Sarah Russell

Administrative Assistant
(989) 921-0307
(989) 497-7883
Sarah@aquestwealth.com

Sarah Russell

Sarah is a native of Saginaw, MI with 20 years of experience serving our clients as an administrative assistant in the financial industry. In 2008 she acquired and holds a current license for fixed annuities, life, accident, and health insurance in the state of Michigan. She also enjoys traveling and new experiences. She and her husband have taken several road trips across the USA.

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Susan Trupkovich

Administrative Assistant
586-731-6020
586-731-6160
susan@aquestwealth.com

Susan Trupkovich

Susan has over 25 years of experience in the financial industry including but not limited to Banking, Mortgage and Investments. Susan enjoys working with people, spending time with family and friends and loves to travel northern Michigan, Florida and San Diego.

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Kathy Hoover

Administrative Assistant
586-731-6020
586-731-6160
kathy@aquestwealth.com

Kathy Hoover

Kathy Hoover is a graduate of Central Michigan University and is an Administrative Assistant at AQuest. She finds great pleasure in engaging, connecting, and assisting AQuest clients. Kathy enjoys learning and spending time with her husband, Paul and her three children. In addition, she finds great joy teaching and spending time with her grandchildren.

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Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IN,IL,TX,MI,NC,AZ,VA,FL,OH,CO