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Our culture is magnetic because our people are extraordinary

We work hard to attract and engage good people.

On the surface, many advisory firms look the same. The difference at Van Hulzen is the quality of our people. It starts with hiring. To work here, a teammate has to have the same core values, find joy in serving, and possess self-starting commitment to continuous improvement. We offer an opportunity to make a transformational impact on our communities. We bring a serious approach to our work without taking ourselves too seriously. When clients sit across from our team members, we want them to recognize they're working with a person of character they can like and trust. That starts with our people.


Check out our extraordinary people.


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.

Nathan Torinus CFP® Photo Nathan Torinus CFP® Hover Photo
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Nathan Torinus CFP®

Financial Advisor | CEO

Nathan Torinus, CFP®

Nathan Torinus CFP®

Financial Advisor | CEO


Nathan is excited to be a member of Van Hulzen Financial Advisors since January 2021 and to be part of building and growing with a great firm. After spending nearly seven years at Genovese Burford & Brothers, Nathan enjoys working with business owners and business leaders, as his background in business leadership and general curiosity about business models makes for strong connections with professionals, owners, and executives. Nathan works locally as a Board Member of College Track, a nonprofit focused on creating a path to graduation for students facing systemic barriers to achieving that goal.

Originally hailing from Wisconsin and having played football at Harvard, Nathan now roots for the Packers and loves hiking and picnicking with his wife Cynthia and their three children.

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. 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.

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.

 

 

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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.

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 20 years of advising 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 7 years.

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

Director of Business Operations | Chief Compliance Officer

Paul Nederveld, CPA®

Paul Nederveld CPA

Director of Business Operations | Chief Compliance Officer

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.

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

Senior 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.

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

Senior 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.
Jarrod Jacobi AWMA® Photo Jarrod Jacobi AWMA® Hover Photo
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Jarrod Jacobi AWMA®

Senior 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.

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.

Amber Adams Photo Amber Adams Hover Photo
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Amber Adams

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.

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.

Heidi Abraham Photo Heidi Abraham Hover Photo
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Heidi Abraham

Client Services Associate

Heidi Abraham

Heidi Abraham

Client Services Associate

Heidi joined Van Hulzen Financial Advisors in April 2021 in a dual role of client services associate and office administrator. Heidi takes pride in providing the best possible experience for our clients. A few interesting facts: Heidi has completed a full, and several half marathons. When she is not busy watching her son play baseball, she enjoys being active and outdoors.

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.

Lisa Van Hulzen Photo Lisa Van Hulzen Hover Photo
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Lisa Van Hulzen

Community Engagement Lead

Lisa Van Hulzen

Lisa Van Hulzen

Community Engagement Lead

Lisa joined the Van Hulzen Financial Advisors team January 2021 and serves as our Community Engagement Lead. She graduated from Whitworth University with her Business Administration in Management and was a leader in 3 community engagement programs during her time on campus. Lisa’s personality is worn on her sleeves and she expresses her artistic and adventurous sides through her work with photography, painting and snowboarding.

Megan Stewart Photo Megan Stewart Hover Photo
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Megan Stewart

Marketing Lead

Megan Stewart

Megan Stewart

Marketing Lead

Megan joined the Van Hulzen Financial Advisors team January 2021 and serves as our Marketing Lead. She graduated from Whitworth University with her Business Administration with an option in Marketing and is pursuing her MBA degree in Marketing at the University of Dallas, TX. An interesting fact: Megan is a coffee enthusiast and on her day off you can find her at a coffee shop.