Conversant Wealth Management

Jeremy Niederstadt

Founder

925-433-6818

A common thread that connects my professional career with my personal and family life is my enjoyment in helping others excel. Over the course of my 20+ years in wealth management, first at Raymond James and primarily at Merrill Lynch, I have been committed to helping my clients achieve their goals through smart planning and sound asset management. Whether it’s financial strategies for retirement, education funding or estate and legacy planning, I’m excited to coach my clients and see their aspirations become reality. Since my undergraduate days at Oakland University, where I graduated with a finance degree and four years of success on the golf team, I have looked to instill excellence in others. I have been volunteering as the Assistant Men’s Golf Coach for the St. Mary’s College Division I men’s golf team since 2007; to date, we’ve won three WCC conference championships and played in two NCAA National Championships. I also seek to constantly improve myself, which has helped me earn several designations, valuable in my work with Conversant Wealth clients: I am a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Plan Fiduciary Advisor (CPFA). I live in Orinda, California, with my wife, Jillian, and our three sons, Paxton, Camden, and Remy. Although I watch and play a variety of sports, golf is a true passion.

Marina Bauk

Wealth Associate

925-433-6821

With 14 years of experience at Bank of America, I concluded my tenure as a Private Banking Associate, where I spent the final four years as a key member of the relationship management team. In that role, I collaborated closely with financial advisors and served as the primary point of contact for high-net-worth families, ensuring personalized, high-touch service.

Since the founding of Conversant Wealth Management, I’ve been a foundational member of the team, known for delivering exceptional client support through my deep expertise in account setup and ongoing maintenance. As the firm’s main liaison with Charles Schwab, I bring a meticulous attention to detail and a strong commitment to excellence, ensuring a seamless experience for both clients and Wealth Advisors.

I hold a degree from California State University East Bay, and currently live in Pleasant Hill, California, with my husband, Vuk, and our two children. Outside of work, I enjoy playing tennis, diving into a good book with a perfectly brewed latte, and discovering new places with my family.

Shawn Hawkins

Wealth Advisor

925-430-6783

As a mother of two young children, I understand firsthand the importance of building a strong financial foundation for the future. My passion has always been helping people reach their goals, and I bring that same dedication to financial advising.

With 15 years of professional experience—12 years as a fitness trainer, followed by three years in real estate transactions—I’ve spent my career guiding individuals and families toward success. My background in fitness taught me the importance of discipline, strategic planning, and long-term commitment, all of which are essential in financial planning. My experience in real estate gave me a deep understanding of one of the biggest financial decisions families make: homeownership.

As a financial advisor, I leverage my expertise in goal-setting, financial education, and personalized strategy to empower families to take control of their financial well-being. I’m committed to coaching my clients through every step of their financial journey, helping them build confidence and security for the future.

I was born and raised in Alamo, CA, and now live in Concord with my husband, Taylor, our two daughters, Naomi and Isabel, and our rambunctious rescue dog, Odin.

Jeff Courtemanche

Founder

925-433-6822

I am a Senior Wealth Advisor with over 30 years of experience and currently hold Series 7, 63, 65, and Life Insurance licenses, but my passion for investing goes all the way back to childhood. My parents were both union workers, and I grew up in a hardworking household in Newburyport, Massachusetts. At 11 years old, I had a paper route, delivering in all kinds of weather. That job taught me discipline and provided my first real experience managing money. I’d save every dollar I could to buy the things I wanted, and over time, I realized I loved the process of planning and investing just as much as the results.

That interest grew through college, where I earned a Finance degree from California State University, Chico in 1993. I worked multiple jobs while managing my own finances, often planning trades during lectures and running to call them in the moment class ended. A summer internship at First Interstate Bank in San Francisco confirmed that I was on the right path. After graduating, I joined Merrill Lynch and spent the next 27 years helping clients build portfolios that reflect their personal goals, values, and comfort with risk. In 2009, I went back to school and earned a Master’s degree in Financial Analysis and Investment Management from St. Mary’s College of California, where I received the Dean’s Award.

Founding Conversant Wealth Management in 2020 allowed me to create a firm centered on personalized financial management and strong client relationships. To this day, I wake up early to stay ahead of the markets and personally manage each client’s portfolio.

Outside the office, I live in Arizona with my wife Nicole, to whom I’ve been happily married for 30 years. We have three incredible daughters: Michaela, Mckenna, and Mya. Our four rescue dogs: Mabel, Lucy, Phoenix, and Bug, add to our lively household. I’m a member of the Phoenix Country Club, an avid mountain biker, a DIY enthusiast, and a guitar player. A passionate golfer, I was #1 on my high school team and have won numerous club championships. As a lifelong Boston sports fan, I value teamwork and perseverance both on and off the field.

Michaela Courtemanche

Wealth Advisor

925-433-6820

From a young age, I set my sights on a career in the National Football League. What began as Sundays spent watching the New England Patriots with my dad evolved into a deep passion for football and a dream to someday become a general manager. That dream fueled a path that started with a football internship at the University of Arizona and led to my participation in the NFL Women’s Forum Network. After graduating from the University of Arizona in 2021 with a bachelor’s degree in Sports Management, I landed a seasonal position with the Tampa Bay Buccaneers during Tom Brady’s final season—an experience I’ll never forget.

After that incredible year, I returned home to Scottsdale, Arizona, and stepped into the role of Assistant Director of Football Operations at Arizona State University under Head Coach Kenny Dillingham. While I loved being close to the game, I realized my true calling was off the field—helping others through meaningful, personal relationships. Recognizing the financial challenges many athletes face, particularly in the NIL era and the complexities of the NFL, I transitioned into wealth advising and joined my family’s firm.

Today, I combined my unique background in sports and finance to deliver clear, ethical, and tailored financial guidance. My mission is to empower individuals with strategies that promote confidence, growth, and long-term financial stability. I currently hold the Series 7 and Series 66 licenses, and I am working towards a Certified Financial Planning certificate.

I live in North Scottsdale with my family, including my parents Nicole and Jeff, my two younger sisters Mckenna and Mya, and our four beloved rescue dogs: Mabel, Lucy, Phoenix, and Bug. Outside the office, I enjoy baking, long walks, and cheering on my favorite sports teams—especially on game days.

Our Team

Danville, CA

Scottsdale, AZ