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Shirley B

Series 63, Series 65

El Dorado Hills, CA

Van Hulzen Financial Advisors

Shirley Burrows is a financial advisor at Van Hulzen Financial Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Van Hulzen Asset Management in 2019, she worked at Rising Sun Montessori for four years. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides wealth management and financial planning, utilizing a combination of technical, fundamental, and cyclical analysis across multiple investment strategies.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Roshelle L

Series 65, Series 63, Series 66

El Dorado Hills, CA

Van Hulzen Financial Advisors

Roshelle Limoncelli is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. She holds Series 65, 63, and 66 licenses and has 21 years of industry experience. Her prior roles include positions at LPL Financial and Wetsel Financial. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, and charitable organizations. The firm offers wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with discretionary rebalancing and ongoing monitoring.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Nicole Z

Series 63, Series 66

El Dorado Hills, CA

Van Hulzen Financial Advisors

Nicole Zetouna is a financial advisor at Van Hulzen Financial Advisors with 25 years of industry experience. She has been with Van Hulzen Asset Management, LLC since 2011. Zetouna holds Series 63 and Series 66 licenses. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm provides wealth management, financial planning, and asset management across various strategies, employing technical, fundamental, and cyclical analysis along with discretionary portfolio rebalancing and ongoing monitoring.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Stefanus T

Series 65

El Dorado Hills, CA

Van Hulzen Financial Advisors

Stefanus Ten Brink is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. He holds a Series 65 designation and has 15 years of industry experience, all with Van Hulzen Asset Management since 2011. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and various organizations. The firm offers wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with discretionary rebalancing and ongoing portfolio monitoring.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Craig V

Series 63, Series 65

El Dorado Hills, CA

Van Hulzen Financial Advisors

Craig Vanhulzen is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, California. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Vanhulzen has worked with Van Hulzen Asset Management since 1998. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm offers wealth management, financial planning, and discretionary and non-discretionary asset management using a combination of technical, fundamental, and cyclical analysis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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John P

Series 66

El Dorado Hills, CA

Van Hulzen Financial Advisors

John Pearce is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Van Hulzen Asset Management, LLC since 2011. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm provides wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with ongoing portfolio monitoring.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Jarrod J

Series 63, Series 66

El Dorado Hills, CA

Van Hulzen Financial Advisors

Jarrod Jacobi is a financial advisor at Van Hulzen Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at MW Investment Strategy, Van Hulzen Asset Management, and Wells Fargo Advisors. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management using a combination of technical, fundamental, and cyclical analysis across multiple investment strategies.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Amber A

Series 65

El Dorado Hills, CA

Van Hulzen Financial Advisors

Amber Adams is a financial advisor at Van Hulzen Financial Advisors with five years of industry experience. She holds a Series 65 credential and has been with Van Hulzen Asset Management since 2014. Outside of her advisory role, she serves as the Production Manager on the Board of Directors for the Volcano Theatre Company, assisting with play production and licensing. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and foundations, offering wealth management, financial planning, and discretionary and non-discretionary asset management. The firm employs a combination of technical, fundamental, and cyclical analysis and provides specialized services such as private fund advisory and portfolio management for pooled vehicles.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Gretchen A

Series 65

El Dorado Hills, CA

Van Hulzen Financial Advisors

Gretchen Aubrey is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA. She holds a Series 65 designation and has six years of industry experience. Prior to joining Van Hulzen Asset Management in 2018, she worked at Wetsel Financial and held positions at Pepperdine University. Van Hulzen Financial Advisors serves a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers wealth management, financial planning, and asset management using strategies such as covered-call, fixed income, and global equity, incorporating technical, fundamental, and cyclical analysis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Jason W

Series 63, Series 66

El Dorado Hills, CA

Van Hulzen Financial Advisors

Jason Wetsel is a financial advisor with Van Hulzen Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Van Hulzen Asset Management since 2017 and previously spent six years with LPL Financial. Van Hulzen Financial Advisors serves a diverse client base including individuals, trusts, foundations, and corporations, offering wealth management, financial planning, and discretionary asset management across multiple strategies. The firm employs technical, fundamental, and cyclical analysis and provides consulting and sub-advisory services, with a range of portfolio programs and private fund advisory capabilities.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Sean S

Series 63, Series 66

El Dorado Hills, CA

Van Hulzen Financial Advisors

Sean Sowers is a financial advisor at Van Hulzen Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Van Hulzen Asset Management since 2017. His prior experience includes roles at LPL Financial, Aladino Financial Services, Aladino Insurance Services, and James Aladino Parenti, Attorney At Law. Van Hulzen Financial Advisors serves individuals, retirement plans, trusts, small business owners, and various organizations. The firm offers wealth management, financial planning, and asset management strategies, combining technical, fundamental, and cyclical analysis, with services that include discretionary rebalancing, consulting, and private fund advisory.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Christopher S

Series 63, Series 65

El Dorado Hills, CA

Van Hulzen Financial Advisors

Christopher Schreur is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Van Hulzen Asset Management, LLC since 2006. Van Hulzen Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers wealth management, financial planning, and asset management across multiple strategies, combining technical, fundamental, and cyclical analysis with discretionary portfolio management and consulting services.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Brendan D

Series 63, Series 65

El Dorado Hills, CA

Van Hulzen Financial Advisors

Brendan Drake is a financial advisor at Van Hulzen Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and other insurance and wealth management firms. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm provides wealth management, financial planning, and both discretionary and non-discretionary asset management, utilizing strategies such as covered-call, fixed income, US and global equity, ETFs, and alternative investments.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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Nash W

Series 65

El Dorado Hills, CA

Van Hulzen Financial Advisors

Nash Wylie is a financial advisor at Van Hulzen Financial Advisors in El Dorado Hills, CA, holding a Series 65 designation. He has been with Van Hulzen Asset Management since 2025 and has prior work experience in various industries including retail and golf course management. Van Hulzen Financial Advisors serves individuals, pension plans, trusts, and a range of institutional clients, offering wealth management, financial planning, and asset management services across multiple strategies. The firm integrates technical, fundamental, and cyclical analysis in its model portfolios and provides consulting and sub-advisory services.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner Executive
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