Our Team

Gwendolyn Klein

Founder and CEO
Gwendolyn Klein

Gwendolyn B. Klein is the Founder of Values Based Patient Advocates. Gwendolyn grew up in Northern Virginia, until the age of 25 when she moved to Northern California, where she married, and had 2 beautiful boys.

Brett W. Hagen

Partner
Brett Hagen

Brett has been advising Individuals and Families about financial matters for over thirty five years. His approach is slow, methodical and empathetic. First by establishing a warm rapport with clients and asking questions.

Andrew Finch

Dir. of Client Comm.
Andrew Finch

Andrew Finch is the Director of Client Communications at Values Based Wealth Management. In this role, Andrew makes sure every customer and their family’s needs are properly communicated and met by the firm.

Want to be a part of our dedicated, growing team?

We’re looking for dedicated healthcare professionals to help us take Patient Advocacy to the next level.  Do you think you have what it takes to be a valuable member of our team?