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BUILDING RELATIONSHIPS
THAT BUILD WEALTH



EXTRAORDINARY RELATIONSHIPS BEGIN WITH EXTRAORDINARY PEOPLE.


Clients who come to Van Hulzen after working with other financial advisory firms consistently note the quality of our people. This doesn’t happen by chance. It’s the result of our deep commitment to hiring and retaining team members who are not only highly qualified, but reflect our core values and culture. Here, character matters. So does caring.

Our people find joy in serving and are passionate about making a transformational impact on the lives of our clients, their families, employees, and our larger community. At Van Hulzen, you’ll work with experts worthy of your trust who are constantly looking for ways to achieve your goals and improve your outcomes.

We help you to find certainty in chaotic times and stay the course toward long-term financial freedom. Most of all, we stand by you every step of the way. Because that’s what true financial partners do.


CONNECT WITH


OUR STORY          OUR INSIGHTS




MEET OUR TEAM


Craig Van Hulzen Photo Craig Van Hulzen Hover Photo
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Craig Van Hulzen

Chief Investment Officer | Executive Chairman

Craig Van Hulzen

Craig Van Hulzen

Chief Investment Officer | Executive Chairman

As founder and Chairman of Van Hulzen Financial Advisors, Craig has been dedicated to educating people and organizations in the area of financial education for many years. As a risk management professional, he served in the role of expert witness for several states, and he worked as a technical consultant to domestic and foreign investment firms. In addition, Craig served as a lead manager of a private long/short equity fund and manager of a 1940 Act mutual fund. In 2011, he co-founded the Iron Horse Fund. Today, he gives technical and options advice to other registered investment advisors. As a seasoned writer, he is the author of several white papers on options utilization in portfolios, and regularly shares his insights with readers of national media, including Business Week, Fortune Online, Financial Planning and USA Today. Craig also serves as a board member on various for-profit and nonprofit organizations and foundations. An interesting fact: Craig holds the record for the most strikeouts recorded in California high school baseball.

Brad Nicholson CFP® Photo Brad Nicholson CFP® Hover Photo
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Brad Nicholson CFP®

Financial Advisor | President

Brad Nicholson, CFP®

Brad Nicholson CFP®

Financial Advisor | President


Brad joined the Van Hulzen team in 2003. Today, he leads our wealth management advisory team and directs our mutual fund research team. Brad enjoys volunteering at his church with high school students and serving on the financial committee, as well as coaching his kids’ sports teams. An interesting fact: In college, Brad earned 1st team All American for NAIA-I in basketball, as well as Academic All America honors.

Rhett Beal ChSNC® Photo Rhett Beal ChSNC® Hover Photo
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Rhett Beal ChSNC®

Financial Advisor | Vice President

Rhett Beal, ChSNC®

Rhett Beal  ChSNC®

Financial Advisor | Vice President


Rhett Beal has worked at Van Hulzen Financial Advisors since July of 2012. Rhett serves on the wealth management advisory team, sits on the firm’s investment committee overseeing the VAM Core Asset Allocation Models, and is the founder of Van Hulzen’s Special Needs Financial Advisory practice. Rhett feels that the most rewarding part of his job is helping families like his who have a loved one with a developmental disability. Rhett assists in helping these families to courageously take action to build a more secure and purpose filled future for themselves and their loved one.


Rhett is one of the founding members of Infinite Friends, A nonprofit designed to help adults with special needs build community and lifelong friendships. Rhett and his wife Jenna are longtime leaders of a local nonprofit seeking to mentor high school students in the community. In their off-time, Rhett and his wife enjoy riding horses and spending time with friends and family.

An interesting fact: Rhett received Student Athlete Academic All-America honors while at Point Loma Nazarene University.

 

 

Rhett Beal ChSNC® Photo Rhett Beal ChSNC® Hover Photo
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Rhett Beal ChSNC®

Financial Advisor | Vice President

Rhett Beal, ChSNC®

Rhett Beal  ChSNC®

Financial Advisor | Vice President


Rhett Beal has worked at Van Hulzen Financial Advisors since July of 2012. Today, he serves on the wealth management advisory team and helps manage the firm’s equity portfolios along with overseeing the firm’s internal operations and accounting. When not at work, Rhett and his wife enjoy serving as leaders of nonprofit organizations seeking to mentor and serve high school students in the community. An interesting fact: Rhett received Student Athlete Academic All-America honors while at Point Loma Nazarene University.

Amber Adams Photo Amber Adams Hover Photo
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Amber Adams

Financial Advisor | Director of Client Services

Amber Adams

Amber Adams

Director of Client Services

Amber Adams serves as the Director of Client Services and leads the team that provides communications and administrative support for our advisors and their relationships with our clients. She also serves as the Office Manager for our Jackson location. An interesting fact: Amber is involved in her local community theater as a director and actor, serving as the Production Manager on the Board of Directors for the Volcano Theater Company.

Paul Nederveld CPA Photo Paul Nederveld CPA Hover Photo
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Paul Nederveld CPA

Financial Advisor | Director of Business Operations

Paul Nederveld, CPA

Financial Advisor | Director of business operations


Paul joined Van Hulzen Financial Advisors in 2018 as the Director of Business Operations and Chief Compliance Officer. Paul enjoys working across various teams to help achieve operational excellence and comprehensive financial reporting. Prior to joining the team, he became a CPA while working with for-profit and not-for-profit organizations in public accounting. When not at work, Paul is passionate about his family and can usually be found running rivers in his boat and sharing his love of fishing with others. A few interesting facts: Although an avid fisherman, Paul’s wife regularly out fishes him. Paul was a whitewater rafting guide in Alaska and “retirement plan” includes obtaining a pilot’s license, floatplane and becoming fishing excursion guide in Alaska’s backcountry.


Jarrod Jacobi AWMA® Photo Jarrod Jacobi AWMA® Hover Photo
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Jarrod Jacobi AWMA®

Financial Advisor

Jarrod Jacobi, AWMA

Jarrod Jacobi, AWMA

Senior Financial Advisor | AWMA®

Jarrod joined Van Hulzen Financial Advisors in 2017 as a Senior Financial Advisor with over 23 years of experience and a passion for translating clients’ dreams into action with comprehensive, customized wealth management and retirement planning strategies. He is an active member of numerous professional and nonprofit associations. A few interesting facts: When not outside running, mountain biking, dual-sport motorcycling or backcountry skiing, he can be found reading a good book on military or investment history. He is also a pretty good cook.

Nicole Zetouna CRPC® Photo Nicole Zetouna CRPC® Hover Photo
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Nicole Zetouna CRPC®

Financial Advisor

Nicole Zetouna, CRPC®

Nicole Zetouna CRPC®

Senior Financial Advisor

Nicole joined the VAM team as a Financial Advisor in 2011. With a B.S. in Accounting from the University of San Diego and a CRPC designation, Nicole brings a highly detailed approach and wealth of knowledge to our team and clients. As a Southern California resident, Nicole enjoys making the most of the best weather in the country by golfing and hiking in her spare time.
Stefan ten Brink Photo Stefan ten Brink Hover Photo
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Stefan ten Brink

Managing Director - Asset Management | Portfolio Manager

Stefan ten Brink

Stefan ten Brink

Managing Director - Asset Management | Portfolio Manager

Stefan joined Van Hulzen Financial Advisors in 2011 and oversees global portfolio management. Stefan managed the equity portfolio at Ahold Pension Fund before accumulating 28 years of investment experience at Petercam Asset Management in Amsterdam, Netherlands. Stefan is Certified European Financial Analyst (CEFA). An interesting fact: Stefan is an accomplished skier and has served as ski patrol for the last 11 years.

John Pearce Photo John Pearce Hover Photo
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John Pearce

Managing Director - Asset Management

John Pearce

John Pearce

Managing Director of Asset Management

John joined the Firm in February 2008. He co-manages the Firm’s equity, covered call and small-cap strategies. Prior to joining Van Hulzen Financial Advisors, John was a Director in the Investment Banking division of Credit Suisse Securities. Prior to Credit Suisse, he was an equity analyst at HOLT. John holds a B.A. in Economics from the University of Virginia and a M.S. in Accounting from the College of Charleston. An interesting fact; John is a classic car enthusiast and owns a 1955 Ford Thunderbird.

Gretchen Aubrey Photo Gretchen Aubrey Hover Photo
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Gretchen Aubrey

Trading Lead

Gretchen Aubrey

Gretchen Aubrey

Trading Lead

Gretchen joined the Van Hulzen Financial Advisors team in July of 2018. Her passion for numbers and the investment process translates into her work as she assists in the firm’s research analysis, trading, and portfolio strategy. Outside of work, Gretchen enjoys serving with her husband in the high school ministry at their church and in various nonprofits in the community. An interesting fact: Gretchen enjoys running and has completed two half marathons.

Martin Weil CFP® Photo Martin Weil CFP® Hover Photo
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Martin Weil CFP®

Financial Advisor

Martin Weil, CFP®

Martin Weil, CFP®

Senior Financial Advisor

Martin started MW Investment Strategy in 1997, as an asset manager with a focus on financial planning and individualized client service. In 2016, Martin joined forces with Craig Van Hulzen when he merged his firm into Van Hulzen Asset Management. Martin lives in Sonoma, California with his wife, Deirdre. They have two adult children and one granddaughter, with another on the way. Martin currently serves as Treasurer of Marin Community Clinics, a large nonprofit primary care health provider, and is on the board of Marin Ventures, a provider of program services for disabled adults. Interesting fact: Martin lived and worked for four years in Paris, France and is (was) a fluent French speaker.

Julie Bracken Photo Julie Bracken Hover Photo
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Julie Bracken

Client Relations Manager

Julie Bracken

Julie Bracken

Client Relations Manager

Julie Bracken has been a professional in the financial arena for over 28 years. She has served clients in many capacities, including wealth & trust management, compliance, operations, mutual fund and insurance. Her passion is the care and assistance she provides clients to attain and achieve their life goals, always championing projects with enthusiasm. A few interesting facts: Julie enjoys gardening, nuzzling on her four rescue animals, and hiking the forests or coastlines of the Pacific Northwest.

Andrea Scalzi Photo Andrea Scalzi Hover Photo
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Andrea Scalzi

Client Services Associate

Andrea Scalzi

Andrea Scalzi

Client Services Associate

Andrea joined Van Hulzen Financial Advisors in February of 2019 as a client services associate. Her commitment to caring for others is what drives her to serve as a liaison between Van Hulzen and our clientele. Andrea strives to make each client interaction as personal and warm as possible. In addition to capitalizing on many of the outdoor activities that Northern California has to offer, Andrea also enjoys volunteering in youth sports, church, and various community nonprofit organizations. An interesting fact: Andrea leads an after-school reading intervention club at a local school.

Angeline Oliveri Photo Angeline Oliveri Hover Photo
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Angeline Oliveri

Advisor Support | Client Services Associate

Angeline Oliveri

Angeline Oliveri

Advisor Support | Client Services Associate

Angeline joined the Van Hulzen Financial Advisors team in June of 2021 and serves on both our Client Services Advisor Support Teams. She graduated from CSU Chico with her BS in Business Administration with an option in finance and hopes to earn her CFP designation in the near future. Angeline’s favorite things include cooking, game nights, quality time with her friends and family, and her dog, Goofy.

Sean Sowers Photo Sean Sowers Hover Photo
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Sean Sowers

Client Advisory Services Associate

Sean Sowers

Sean Sowers

Client Advisory Services Associate

Sean joined Van Hulzen Financial Advisors in August 2017 and serves in the role of client services associate supporting the operational needs of the team. Prior to joining Van Hulzen, Sean was a licensed securities and options principal for over 20 years. He holds a B.S. in Business Administration with an option in Finance from California State University, East Bay. A few interesting facts: Sean enjoys doing woodworking and DIY projects around the house, volunteering in the Folsom community and traveling throughout the United States.

Savannah Van Ness Photo Savannah Van Ness Hover Photo
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Savannah Van Ness

Office Manager


Sean Sowers

Savannah Van Ness

Office Manager



Savannah's is the first friendly voice you will hear over the phone when calling our office. Her ability to be warm and extremely helpful all at the once is what our team appreciates most about Savannah. As the newest member of our team, Savannah brings a wealth of knowledge to running our office efficiently all while assisting clients with the utmost care.