Sara Lewis is a CFP® professional with nine years of industry experience. She has been with Henrickson Nauta Wealth Advisors, Inc. since 2017 and previously worked at Watkins Ross for three years. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals, trusts, estates, defined contribution plans, and businesses. The firm employs a long-term investment approach informed by modern portfolio theory, managing diversified portfolios primarily through mutual funds and ETFs, and offers family office–style services along with discretionary portfolio management.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Henrickson Nauta since 2018, following eight years at Ameriprise Financial Services, Inc. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–informed approach and offers customized portfolios using mutual funds, ETFs, individual securities, and independent managers, while providing fiduciary discretionary investment management and additional services such as family office support and business succession planning.

Douglas Henrickson is a financial advisor with Henrickson Nauta Wealth Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been associated with Vision Capital Partners, Inc. and Triad Advisors, Inc. since 2006. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–based approach, offering customized portfolios and discretionary investment management, along with private fund management and additional wealth planning services.

Tamara Snable is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Osaic Wealth, Inc., Vision Capital Partners, Inc., and Triad Advisors, Inc. She also serves as a Notary Public for the State of Michigan. Henrickson Nauta Wealth Advisors manages approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm uses a long-term, Modern Portfolio Theory–based approach to create customized portfolios and provides services including wealth management, financial planning, and private fund management.

Adam Waleskowski is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Bankers Life Advisory Services, Inc., Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. He is also active as an insurance agent through Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, trusts, estates, defined contribution plans, and businesses. The firm provides financial planning, discretionary portfolio management, and consulting, with a long-term investment approach based on modern portfolio theory that includes managing pooled investment vehicles and private funds.

Shawn Healy is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 28 years of industry experience. He previously worked at Fifth Third Securities for 21 years before joining Henrickson Nauta Wealth Advisors in 2023. He holds Series 63 and Series 65 licenses and is involved in insurance sales outside of his advisory role. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, retirement plans, and corporate clients. The firm uses a long-term, Modern Portfolio Theory–informed approach to create customized portfolios and offers additional services such as family office support and business succession planning.

Jeffery Nauta is a CFP® and CFA® with 22 years of industry experience. He has worked at Henrickson Nauta Wealth Advisors, Inc. since 2015 and previously spent 12 years with Triad Advisors, Inc. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals, trusts, estates, defined contribution plans, and businesses. The firm employs a long-term, diversified investment approach informed by modern portfolio theory and offers services including financial planning, discretionary portfolio management, family office–style support, and management of private pooled funds.

Anna Maria Astor is a CFP® professional with one year of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. She has previously worked at the Sanford Center for Financial Planning and Fisher Investment House. Astor also spent four years at Western Michigan University. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–based approach, offering customized portfolios and discretionary management, and serves as general partner and investment manager to private pooled investment vehicles.

Alex Blick is a CFP® professional currently with Henrickson Nauta Wealth Advisors, Inc., bringing two years of industry experience. Prior to joining the firm, he worked at The Connable Office and has a background that includes roles outside finance, such as at Onix Painting and The Pump House Frozen Yogurt. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals, trusts, estates, plans, and businesses. The firm employs a long-term investment approach grounded in modern portfolio theory and offers discretionary portfolio management, family office services, and oversight of private pooled funds.

Mark Henley is a CFP® professional with one year of industry experience. He joined Henrickson Nauta Wealth Advisors, Inc. in 2024 after nine years at BDO USA PC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm serving individuals—including high-net-worth clients—trusts, estates, defined contribution plans, and businesses. The firm provides financial planning, discretionary portfolio management, and consulting, employing a long-term investment approach based on modern portfolio theory and offering additional services such as family office support and management of private pooled funds.