*Click the Team Member below you would like to learn more about.

Tom Kirk, CPA-PFS

Chairman of Board of Directors &
Founder and WealthCoach

Laura Chiesman, CFP®

FirsWave Financial Laura Cheisman

President & WealthCoach

Robert DeVries, MBA,

FirsWave Financial Robert DeVries

WealthCoach™ &
Retirement Plan Specialist

Candi Wilson, MBA


Client Service Associate

Leslie Carlson,

FirsWave Financial Leslie Carlson

Client Service Manager

Brenda Mowbray-Walker

FirsWave Financial Brenda Mowbary Walker

Client Service Administrative Assistant & Director of First Impressions

Charles Staples

Associate Trader & Portfolio Administrator

Neil Jackson, MBA


Business Manager

Troy Lerche, RP®

FirsWave Financial Troy Lerche

Head Trader &
Financial Planning Associate

Leslie Ventura, CRPS®

FirsWave Financial Leslie Ventura

Senior Portfolio Administrator &
Retirement Plan Specialist

Bonnie Harrington

Bonnie Hanson-01

Administrative & Marketing Assistant

Trina Gorsuch, MBA

Trina Gorsuch-01

Executive Administrative Assistant & Business Development Coordinator