Financial advice you can trust.
The future you deserve.

Joel Van Hofwegen is an advisor and fiduciary with over 20 years of experience helping clients reach their unique financial goals. 

Joel founded Certus Wealth Management in 2018. As an independent Registered Investment Advisor (RIA), Certus provides clients with an enhanced service experience – complete with modern liquidity solutions and top-notch technology resources. Understanding that everyone has a finite level of resources, Joel’s objective is to develop customized financial plans so that clients can maximize their opportunities.

Joel is a graduate of Calvin University. He and his wife of 20 years have four children, and love to spend time together and volunteer in their local community. When he is not following the Giants and 49ers, he and his family enjoy spending time outdoors, seeking to experience as much of California’s beauty as possible.

Summer Frisk joined the Certus Wealth Management team in July of 2022, serving as Office Administrator.

Summer has over nine years of experience in the finance industry, particularly in scheduling and correspondence. In her role at Certus Wealth Management, Summer serves as the point person for coordinating client meetings. Detail oriented and hardworking, Summer effectively provides client support, improves operations, and boosts efficiency.

A resident of the Northern California area for the last several years, Summer has also lived in San Diego, Oregon, Washington, and Hawaii. Her interests include traveling, hiking, cooking, spending time with her children, being by the ocean, and enjoying a great cup of coffee.

Caroline Zortman serves as a Client Experience Associate at Certus Wealth Management through our partnership with Farther. She brings over three years of experience supporting leading registered investment advisors across the country, with a background focused on operational excellence and client-first service.

Caroline holds a Bachelor of Science in Business Administration with a concentration in Financial Management and is Series 65 licensed. In her role, she helps ensure seamless client experiences by managing account services, coordinating money movements, and providing comprehensive operational support.

Originally from Philadelphia, Caroline recently relocated to McKinney, Texas. Outside of work, she enjoys playing golf, attending Pilates classes, and spending time with friends and family.

Randy Bhatti serves as Client Experience Lead at Certus Wealth Management through our partnership with Farther. With over a decade of experience working with wealthy families, Randy has built his career on creating lasting relationships and helping clients achieve their financial goals.

Randy holds a Bachelor of Science in Finance and a Bachelor of Science in Accounting from the University of Northern British Columbia in Canada. Prior to his current role, he served as a Relationship Manager and Vice President at JP Morgan, and began his career as a Team Lead in Client Services before transitioning into operations and client services for high-net-worth and ultra-high-net-worth registered investment advisors. Over the past decade, he has worked in Vancouver, Los Angeles, and Dallas, gaining extensive experience in wealth management.

Outside of work, Randy enjoys spending time with friends and family, exploring new restaurants, and is an avid sports fan who loves attending sporting events.

David Sargent serves as the Financial Planning contact at Certus Wealth Management through our partnership with Farther. As a CERTIFIED FINANCIAL PLANNER®, David is passionate about assisting clients in realizing the full potential of their most valued assets, including business interests, cash flow, savings, and retirement planning.

David's approach centers on intentional, holistic financial planning as the key to meeting long-term objectives. His belief is that comprehensive financial strategies create the foundation for achieving meaningful financial goals.

Dr. Daniel R. Gilham serves as Managing Director of Trust and Estate Services at Certus Wealth Management through our partnership with Farther. He brings 15 years of wealth management experience with a passion for helping clients realize the full potential of their most valued assets.

Daniel holds a Doctor of Business Administration in Finance and is a CERTIFIED FINANCIAL PLANNER®. His doctoral research focused on the implications and motivations of financial planning, reinforcing his belief that intentional, holistic financial planning is the key to meeting long-term objectives.

Daniel resides in Atlantic Beach, Florida, with his wife, Carol, and their two children, Kennedy Grace and Wilder James.

Ashton Hayes serves as a Trust Services Associate at Certus Wealth Management through our partnership with Farther. She is a dedicated legal professional with experience in tax law, property disputes, and probate matters, bringing a client-first approach that prioritizes clear communication, thorough research, and strategic problem-solving.

Ashton earned her J.D. and LL.M. in Taxation from The University of Alabama School of Law, following a summa cum laude BA in Criminal Justice and Political Science. Through roles at Dentons Sirote, Alabama Legal Services, the Dallas County Probate Court, and the U.S. District Court for the Northern District of Alabama, she has gained hands-on experience in tax controversies, housing disputes, and estate planning. Her background includes drafting complex legal memoranda and negotiating with IRS attorneys, developing a well-rounded understanding of litigation and client advocacy.

Ashton is committed to navigating complex legal challenges with diligence and integrity, always advocating for her clients' best interests.