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 and has been with Van Hulzen Asset Management since 2019. Prior to her current role, she worked at Rising Sun Montessori from 2015 to 2019. Van Hulzen Financial Advisors provides wealth management, asset management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across various strategies, including covered-call income, small-cap growth, fixed income, ETFs, and option- and volatility-based trading.

Rhett Beal is a financial advisor at Van Hulzen Financial Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at Van Hulzen Asset Management since 2012. In addition to his advisory role, he serves as Vice President and a licensed agent at Citadel Family Insurance Solutions LLC, an insurance firm. Van Hulzen Financial Advisors provides wealth and asset management, model portfolio programs, ERISA plan services, and consulting to a diverse client base including individuals, pension plans, trusts, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across multiple strategies and manages client assets primarily on a discretionary basis.

Roshelle Limoncelli is a financial advisor with Van Hulzen Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Van Hulzen Asset Management since 2017 and previously at LPL Financial and Wetsel Financial. Van Hulzen Financial Advisors provides wealth management, asset management, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across multiple strategies and offers discretionary model portfolios along with strategic asset allocation and consulting services.

Nicole Zetouna is a financial advisor at Van Hulzen Financial Advisors with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Van Hulzen Asset Management since 2011. Van Hulzen Financial Advisors provides wealth management, asset management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations, and private investment vehicles. The firm uses a blend of technical, fundamental, and cyclical analysis across various strategies, including covered-call income, small-cap growth, fixed income, ETFs, and option- and volatility-based trading.

Stefanus Ten Brink is a financial advisor at Van Hulzen Financial Advisors with 14 years of industry experience. He holds a Series 65 designation and has been with Van Hulzen Asset Management since 2011. Van Hulzen Financial Advisors provides wealth management, asset management, model portfolio programs, ERISA plan services, and consulting to a diverse client base including individuals, pension plans, trusts, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across multiple strategies and offers discretionary portfolio management along with specialized consulting services.

Craig Vanhulzen is a financial advisor at Van Hulzen Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Van Hulzen Asset Management since 1998. Van Hulzen Financial Advisors provides wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations, and private investment vehicles. The firm manages client assets primarily on a discretionary basis and employs a blend of technical, fundamental, and cyclical analysis across multiple investment strategies.

John Pearce is a financial advisor at Van Hulzen Financial Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Van Hulzen Asset Management, LLC since 2011. Van Hulzen Financial Advisors provides wealth management, asset management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across various strategies, including covered-call income, small-cap growth, fixed income, ETFs, and alternative investments.

Jarrod Jacobi is a financial advisor at MW Investment Strategy with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Van Hulzen Asset Management and Wells Fargo Advisors. MW Investment Strategy offers financial planning and discretionary portfolio management for individuals, families, and small business owners. The firm manages approximately $40.3 million in discretionary assets using diversified model portfolios focused on low-cost mutual funds and ETFs, with an investment approach that includes written policy statements, tactical asset allocation, and tax-aware strategies.

Amber Adams is a financial advisor at Van Hulzen Financial Advisors with four years of industry experience. She holds a Series 65 designation and has been with Van Hulzen Asset Management since 2014. Outside of her advisory role, Adams serves as Production Manager on the Board of Directors for the Volcano Theatre Company, where she assists with play production and licensing. Van Hulzen Financial Advisors provides wealth management, asset management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across multiple strategies, including covered-call income, small-cap growth, fixed income, ETFs, and option-based trading, managing client assets primarily on a discretionary basis.

Gretchen Aubrey is a financial advisor at Van Hulzen Financial Advisors with five years of industry experience. She holds a Series 65 designation and has worked at Van Hulzen Asset Management since 2018, following a year at Wetsel Financial and several years at Pepperdine University. Van Hulzen Financial Advisors provides wealth management, asset management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across diverse strategies, including covered-call income, small-cap growth, fixed income, and option- and volatility-based trading.

Jason Wetsel is a financial advisor at Van Hulzen Financial Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Van Hulzen Asset Management since 2017, following six years at LPL Financial. Van Hulzen Financial Advisors provides wealth management, asset management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across multiple strategies and manages nearly $2 billion in discretionary assets.

Sean Sowers is a financial advisor with Van Hulzen Financial Advisors in El Dorado Hills, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Aladino Financial Services, and Protected Investors of America. Van Hulzen Asset Management provides wealth and asset management, model portfolio programs, ERISA plan services, and consulting to individuals, retirement plans, trusts, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across diverse strategies, including covered-call income, small-cap growth, fixed income, ETFs, and alternative investments.

Christopher Schreur is a financial advisor at Van Hulzen Financial Advisors with 20 years of industry experience. He has been with Van Hulzen Asset Management, LLC since 2006 and holds Series 63 and Series 65 designations. Van Hulzen Financial Advisors provides wealth management, asset management, model portfolio programs, ERISA plan services, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, foundations, corporations, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across multiple strategies and offers discretionary portfolios, strategic asset allocation, and specialized consulting services.

Bradley Nicholson is a CFP® with 21 years of industry experience. He is currently with Van Hulzen Financial Advisors and has worked at Van Hulzen Asset Management, LLC since 2005, including involvement with MW Investment Strategy since 2016. Van Hulzen Financial Advisors provides wealth management, asset management, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across multiple strategies and offers discretionary portfolio management and specialized consulting services.

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 with Northwestern Mutual and Rick Abell. Drake is also associated with Citadel Family Insurance Solutions LLC. Van Hulzen Financial Advisors provides wealth management, asset management, and consulting services to a range of clients including individuals, pension plans, and private investment vehicles. The firm employs a blend of technical, fundamental, and cyclical analysis across various strategies, including covered-call income, small-cap growth, fixed income, and options trading.