Great Client Service Starts With Great People. We Focus On Hiring Excellent Team Members With A Wide Range Of Skills And Backgrounds

Many of our HBers have certifications that we believe are marks of excellence in the planning and investments world, such as Certified Financial Planner® certificants, Chartered Financial Analyst® charterholders, and multiple CPAs, and even more participate in volunteer services, activities, and board positions in their communities.

While you may only be directly involved with a small number of people most of the time, we all work together as a team to accomplish a shared mission for our clients, firm, and one another. This means that, ultimately, everyone on these pages is part of your HB team!