David Hewson oversees investment portfolio design. He uses a family focused philosophy to create long term diversified financial plans built on a foundation of honesty, integrity and trust.

What does Helen do at Hewson?

Helen helps the Hewson team manage client relationships plus monitors investor portfolios and account activities. She is a front line resource for client inquiries and investment research.

What does nicnicole do at Hewson?

Nicole assists David in managing key client relationships. She is also responsible for delivering the Hewson team’s client service model. She oversees investor communications with investments, tax strategies and portfolio research.