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Our Team

 

Douglas Henrickson, CFP®, CIMC®, AIF®

Doug is a principal of Henrickson Nauta Wealth Advisors. A financial services veteran of 40 years, he has earned the designations of Certified Financial Planner™, Certified Investment Management Consultant®, and Accredited Investment Fiduciary. He also holds the FINRA Series 7, 24, and 66 licenses as well as the Michigan Life and Health Insurance license.

Doug has served on the Board of Directors and numerous other committees at Blythefield Country Club, and he has been the chairman of the club’s Men’s Invitational Committee three times. He has also served on the Board of Directors of Olivia’s Gift, a public foundation focused on developing regional respite homes for children with brain injuries, as well as the Boy Scouts of America Gerald R. Ford Council’s endowment committee.

Doug and his wife, Bonnie, have been married for 43 years and reside in Rockford, Michigan. They have two children, Eric and Jennifer, and are proud grandparents of five grandchildren. Check the background of this investment professional on FINRA's BrokerCheck.

Jeffery Nauta, CFA, CFP®, CAIA®

Jeff is a principal and Chief Compliance Officer of the firm and he advises individuals, families, and charitable organizations on all aspects of the wealth management process.

Jeff has earned the prestigious Chartered Financial Analyst (CFA) designation, the Certified Financial Planner™ (CFP®) certification, and the Chartered Alternative Investment Analyst (CAIA) designation. He is a graduate of Grand Valley State University, earning a Bachelor's degree in finance and management, and holds the FINRA Series 7, 24, and 66 licenses, as well as the Michigan Life and Health Insurance license.

Jeff is a member of the CFA Institute, CFA West Michigan Society, and the Financial Planning Association (FPA) where he sits on the board of directors for the FPA of Michigan. He serves on the editorial review board of the Journal of Financial Planning and has served as a subject matter expert assisting in development of the CFP®certification exam and as a member of the CAIA Exam Working Group assisting in the development of the CAIA exam. Jeff has been quoted in numerous financial publications including Consumers Digest, Bankrate.com, and the Wall Street Journal and many other publications.

Jeff and his wife, Katie, live in Ada, Michigan with their sons, Cole and Landon. Check the background of this investment professional on FINRA's BrokerCheck.

 
 Olga S. Hejl, CRPC®, CFMC®

Olga is an advisor with Henrickson Nauta Wealth Advisors. Joining us in 2018, she counsels individuals, families and small businesses on various aspects of financial planning. The priority and focus of her work are making sure all facets of a client’s financial affairs have been reviewed and are on track to meet their current and future goals.

 Olga has worked in the financial industry for 13 years. She is a graduate of Davenport University, earning a Bachelor's degree of business administration in finance. She holds the FINRA Series 7, 66 and Michigan Life and Health Insurance License. In addition, she has earned the designations of Chartered Retirement Planning Counselor (CRPC®) and Chartered Mutual Fund Counselor (CMFC®).

Olga and her husband, Jeremy, live in Hudsonville with their children. She enjoys spending time with the family and friends, volunteering at local charities, as well as participating in running groups around the Grand Rapids area. Check the background of this investment professional on FINRA's BrokerCheck.

Matthew Smartt, CFP®

Matt joined the firm in 2015. He is a wealth advisor and is responsible for assistance with client relationship management, comprehensive financial planning, and investment management. 

Matt graduated from Grand Valley State University with honors, earning a Bachelor’s degree in finance. He has earned the designation of Certified Financial Planner™. He also holds the FINRA Series 7 and 66 licenses in addition to the Michigan Life and Health Insurance License. 

 Matt resides in Rockford, Michigan. In his free time, he enjoys playing hockey, fishing, and golfing. Check the background of this investment professional on FINRA's BrokerCheck.

  

Tamara Snable 

Tamara joined Henrickson Nauta in 2008. As Director of Client Services she is responsible for all aspects of the day-to-day needs of our clients. Tamara plays an integral role in the success of our client relationships by ensuring that the workflow of our portfolio servicing is done in a timely, efficient, and thorough manner.

Tamara has worked in the financial services and insurance industry since 2004. She attended Northwood University, majoring in Banking/Finance and Management. She holds the FINRA Series 7, 24, 65, and 66 licenses in addition to the Michigan Life and Health Insurance License.

Tamara and her husband, Patrick, live in Rockford, Michigan with their son and daughter. Check the background of this investment professional on FINRA's BrokerCheck.


Tracy Misner 

Tracy joined the firm in 2006 as our Executive Assistant. She is responsible for a variety of administrative duties, and her friendly voice greets you at our office and on the phone.

Tracy attended Western Michigan University and Davenport University, majoring in human resources. She enjoys volunteering her time and energy to numerous charitable organizations.

Tracy and her husband, Rod, have been married for over 25 years, and they reside in Cedar Springs, Michigan, with their daughter.

 

Jennifer Castillo

Jennifer is the Marketing Director for Henrickson Nauta Wealth Advisors. Joining the firm in 2011, she is responsible for the overall image and promotion of the firm and also assists with internal operations and systems.

With nearly fifteen years of experience in the financial industry, Jennifer’s background includes wealth management support to both independent advisors as well as private money managers. Before coming to Henrickson Nauta Wealth Advisors, she spent multiple years in Santa Barbara, California, where she directly assisted the Chief Operating Officer and Head of Investment Performance and Client Communications for a multi-billion dollar bond manager. Jennifer also handled operations, client service, and account administration for a boutique investment advisory firm.

 Jennifer is Doug Henrickson’s daughter. She and her husband, Gabriel, reside in Grand Rapidswith their son and daughter.                                 

Sara Lewis

Sara is the Client Service Manager for Henrickson Nauta Wealth Advisors. Joining the firm in 2017, she handles portfolio administration and servicing, as well as the preparation of our client performance reports.

Sara has over ten years of experience in the financial industry. Prior to joining Henrickson Nauta Wealth Advisors, she worked in retirement plan services with a focus on defined contribution plans. Sara graduated from Davenport University, earning a Bachelor’s degree of business administration in finance.

Sara and her husband, James, live in Cedar Springs, Michigan with their son and daughter.

   

 

Heidi Rozema

Heidi joined Henrickson Nauta Wealth Advisors in 2017 and is the Client Care Director. She assists with various internal operations, including the data and maintenance of our account reporting software, Black Diamond.

Heidi was formerly the owner and CFO of a transportation company, where she managed the finances and growth of the company for seven years. She also has over 14 years of experience in bookkeeping and assisting small companies with their systematic records.  Heidi attended Capella University, where she earned a Bachelor’s degree in business with a specialization in accounting

 In her free time, Heidi volunteers as Treasurer for the PTO at Parkside Elementary School in Rockford. Heidi lives in Rockford, Michigan with her husband, Drew, and their three children.

 

 


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