Aspen Grove Wealth

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Aspen Grove Wealth
Team photo for Aspen Grove Wealth

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Team

Jack Gurley

Jack Gurley

Paraplanner,

Client Service Manager

Qualifications

  • BA, University of Virginia

  • Securities licensing: Series 7, 66, SIE

Roles & Responsibilities

  • Data gathering / Meeting preparation / Financial plan construction
  • Client service and transactions
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Mariko Hein

Mariko Hein

Client Service Coordinator,

Office Manager

Qualifications

  • BA, University of California, Davis
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