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 (800) 773-8700 trudy@haussmannfinancial.com JOHN DUNPHY, CFS Financial Advisor (800) 773-8700 john@haussmannfinancial.com KIHO CHOI Financial Advisor (800) 773-8700 kiho@haussmannfinancial.com PATRICK DANLY Financial Advisor (800) 773-8700 pat@haussmannfinancial.com DOMINICA HENDERSON, CFP®, BFA® Financial Advisor (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 Madison Anderson Client Service Representative 800-773-8700 madison@haussmannfinancial.com
