Henrickson Nauta Wealth Advisors, Inc.

Sara Lewis is a CFP® professional with nine years of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. since 2017. Prior to this, she worked at Watkins Ross for three years. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm providing wealth management, investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm manages approximately $998.5 million in assets and emphasizes a long-term investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and alternative investments where appropriate.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, Michigan, with 21 years of industry experience. She holds a Series 66 designation and has worked at Henrickson Nauta since 2018, following eight years at Ameriprise Financial Services. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $998.5 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, offering portfolio management using mutual funds, ETFs, individual securities, and alternative investments.

Douglas Henrickson is a financial advisor with Henrickson Nauta Wealth Advisors, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. Henrickson has been affiliated with Vision Capital Partners, Inc. and Triad Advisors, Inc. since 2006. Henrickson Nauta Wealth Advisors, Inc. provides wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $998.5 million in assets with a team of ten advisors and employs a long-term investment approach based on modern portfolio theory, including diversified portfolios comprised of mutual funds, ETFs, and alternative investments.

Tamara Snable is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Vision Capital Partners, Inc. since 2008 and Triad Advisors, Inc. from 2008 to 2024. Outside of her advisory role, she serves as a Notary Public for the State of Michigan without collecting fees. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm that provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and organizations. The firm manages approximately $998.5 million in assets, employs a long-term investment approach based on modern portfolio theory, and offers portfolio management alongside plan and family office services.

Adam Waleskowski is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bankers Life and Henrickson Nauta Wealth Advisors. Outside of advising, he is also an insurance agent affiliated with Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $998.5 million in assets for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, utilizes a range of investment vehicles, and offers services including portfolio management, financial planning, and family office support.

Shawn Healy is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Henrickson Nauta in 2023, he worked at Fifth Third Securities for 21 years. Healy is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm that provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages nearly $1 billion in assets with a team of ten advisors, employing a long-term investment approach based on modern portfolio theory and offering both individual and pooled investment solutions.

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 at Triad Advisors, Inc. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, and institutions with wealth management, financial planning, and investment services. The firm manages nearly $1 billion in assets and employs a long-term, modern portfolio theory-based investment approach using a range of securities and third-party solutions.

Anna Maria Astor is a CFP® professional at Henrickson Nauta Wealth Advisors, Inc. with two years of industry experience. Prior to joining Henrickson Nauta Wealth Advisors, she worked at the Sanford Center for Financial Planning and Fisher Investment House. She also studied full time while gaining experience at Western Michigan University. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on modern portfolio theory and offers portfolio management, financial planning, and consulting services.

Alex Blick is a CFP® professional affiliated with Henrickson Nauta Wealth Advisors, Inc. He has two years of experience in the financial advisory industry, including prior roles at The Connable Office and Henrickson Nauta Wealth Advisors. Before entering the advisory field, he held positions outside finance at Onix Painting and The Pump House Frozen Yogurt. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs a long-term investment approach based on modern portfolio theory, managing nearly $1 billion in assets through a team of ten advisors offering services ranging from portfolio management to family office solutions.

Mark Henley is a CFP® professional at Henrickson Nauta Wealth Advisors, Inc. with one year of industry experience. Prior to joining Henrickson Nauta, he worked nine years at BDO USA PC. Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, defined contribution plans, and businesses. The firm employs a long-term investment approach based on modern portfolio theory, managing approximately $998.5 million in assets through a team of ten advisors.