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Dubert & Kendal

We’re a small team.

Getting BIG Results!

Come see what working with the local experts can do for you.

Leadership Team

 

Senior Financial Planner

Dubert Rocuant, CFP, EPC

Senior Financial Planner
Senior Relationship Manager

Kendal Justinen

Senior Relationship Manager
Client Service Manager

Linda Justinen

Client Service Manager

Client Services Team 

 

Client Service Administrator

Megan Oja

Client Service Administrator
Administrative Assistant

Caitlan Maxwell

Administrative Assistant
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In trusted partnership

Who are we

Optimize Wealth Management is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours.

What we do

We provide our clients with personalized financial solutions and advice to help them at every stage of their lives.