At Revalue, your financial life is guided by a team, not just one advisor. Our collaborative, client-centered approach means you benefit from a breadth of expertise and care.
You’ll have a dedicated relationship manager who gets to know your story and goals intimately. But depending on your needs and timing, you may meet with other team members who bring specialized expertise. Whether it’s diving into investment research, offering insight on community investing, or answering a pressing question about tax strategy, our team works together behind the scenes to ensure you're always supported.
We share a single, centralized client record so no matter who you’re speaking with, we’re all on the same page. This helps prevent the most common concern with team-based advising: having to repeat yourself.
We hear you — that’s frustrating. So we’ve designed our systems to prevent it. Your client record includes notes from every meeting, action item tracking, and context about your priorities. When one team member hands off to another, it’s like passing a baton - not starting the race over.
Why an Ensemble Model Works
Research from the Cerulli, CFA Society, and Financial Planning Association highlights the benefits of ensemble practices: better continuity, reduced advisor burnout, and improved client outcomes. You get a full brain trust of professionals working on your behalf, not just one person trying to be everything at once.
While this team-based approach offers many advantages, we recognize that it can introduce potential challenges, such as the need for clear coordination and communication among team members. That’s why we’ve built systems and processes—like shared client records and integrated workflows—to reduce the risk of miscommunication and ensure a seamless experience for you.
Meet Your Core Advising Team
Our advisors bring both expertise and authenticity:
Michelle Hoexum (CEO)
Focuses on values-aligned investment management, business-owner advising, nonprofit governance, and wealth redistribution.
Angela Barbash, CSRIC (Cofounder / COO / CCO)
Focuses on values-centered financial planning, community organizing strategy, mentoring first-gen wealth builders.
Jane Bunch (Director of Client Experience / Associate Advisor)
Focuses on holistic forms of wealth, education, and community connections.
Rebecca Blumenshine (Director of Community Investing / Associate Advisor)
Focuses on values-centered financial planning, community investing, and wealth redistribution.
Supported by Camila Shimizu (Client Service Associate), Todd Slager (Operations & Compliance Coordinator), and specialists like Clara Balliet, Eric Davis, Marshel Barbash, and Pavan Muzumdar, CFA; each contributing unique skills to ensure comprehensive client care.
Your Partnered Experience
You’ll always know who’s working with you and why. The ensemble model means more expertise without friction. If your relationship manager is tied up, another Revalue expert will step in—with full context and understanding. It’s our way of ensuring you feel supported, not fragmented.
Curious how this feels in practice? Schedule a call today. We’d love to learn about your values and goals - and how we can support you.
