Broker Check

(800) 773-8700

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies 
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
TRUDY HAUSSMANN

TRUDY HAUSSMANN, CFP®

President and Owner, Haussmann Financial

(800) 773-8700

JOHN DUNPHY

JOHN DUNPHY, CFS

Financial Advisor, Haussmann Financial

(800) 773-8700

KIHO CHOI

KIHO CHOI

Financial Advisor, Haussmann Financial

(800) 773-8700

PATRICK DANLY

PATRICK DANLY

Financial Advisor, Haussmann Financial

(800) 773-8700

DOMINICA HENDERSON

DOMINICA HENDERSON, CFP®

Financial Advisor, Haussmann Financial

(800) 773-8700

Jason Simard

Jason Simard, CFP®

Chief Officer of Operations

(800) 773-8700

Amy Terlouw

Amy Doane

Vice President of Operations

(800) 773-8700

Erin Baldi

Erin Baldi

Director of Public Relations

(800) 773-8700

Ann Strain

Ann Strain

Administrative Assistant

(800) 773-8700

Antonio Smith

Antonio Smith, CFP®

Registered Office Assistant

800-773-8700

Aileen Foster

Aileen Foster

Director of Business Development

800-773-8700

Kristina Meyers

Kristina Meyers

Client Services Assistant

800-773-8700

877-773-8700

Bill Haussmann

Bill Haussmann

Senior Client Representative

(800) 773-8700

Laura Olmos

Laura Olmos

Client Service Representative

800-773-8700

Robert Haugan

Attorney at Law

949-833-8309