Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients by addressing their unique goals.

TRUDY HAUSSMANN, CFP®

President and Owner, Haussmann Financial

(800) 773-8700

Trudy@haussmannfinancial.com

JOHN DUNPHY, CFS

Financial Advisor, Haussmann Financial

(800) 773-8700

john@haussmannfinancial.com

KIHO CHOI

Financial Advisor, Haussmann Financial

(800) 773-8700

kiho@haussmannfinancial.com

PATRICK DANLY

Financial Advisor, Haussmann Financial

(800) 773-8700

pat@haussmannfinancial.com

DOMINICA HENDERSON, CFP®

Financial Advisor, Haussmann Financial

(800) 773-8700

dominica@haussmannfinancial.com

Jason Simard, CFP®

Chief Officer of Operations

(800) 773-8700

jason@haussmannfinancial.com

Amy Terlouw

Vice President of Operations

(800) 773-8700

amy@haussmannfinancial.com

Erin Baldi

Director of Public Relations

(800) 773-8700

erin@haussmannfinancial.com

Ann Strain

Administrative Assistant

(800) 773-8700

ann@haussmannfinancial.com

Aileen Foster

Director of Business Development

800-773-8700

aileen@haussmannfinancial.com

Kristina Meyers

Client Services Assistant

800-773-8700

877-773-8700

kristina@haussmannfinancial.com

Bill Haussmann

Senior Client Representative

(800) 773-8700

bill@haussmannfinancial.com

Laura Olmos

Client Service Representative

800-773-8700

laura@haussmannfinancial.com

Robert Haugan

Attorney at Law

949-833-8309

rwhaugan@aol.com