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Independent Advisors Working Together



Your Wealth Management Team



David M. Hill


Michael A. Haas


Susan Hangartner


Carolyn Hill


Matt Tiffany


Jeffrey D. Fordham


Becky Parker


Nicholas Lacy


Jeanne E. Connolly


Josh Renda


Kevin Collver


Bob Burns


Susan Schneider


Wealth Management Services


Comprehensive Financial Planning

Corporate and Executive Solutions

David Hill, CFP, CWS (view bio)
Michael Haas, CIMA (view bio)
Josh Renda, CFP, CPWA (view bio)
Kevin Collver, JD, LL.M (view bio)
Matt Tiffany, CFP,(view bio)

David Hill, CFP, CWS (view bio)
Jeff Fordham, (view bio)
Michael Haas, CIMA (view bio)
Matt Tiffany, CFP,(view bio)

Investment Management Services

Charitable Planning and Philanthropy

Michael Haas, CIMA (view bio)
Nick Lacy, CFA (view bio)

David Hill, CFP, CWS (view bio)
Kevin Collver, JD, LL.M (view bio)

Planning for a Sale or Transition of a Business

Client Support and Operations

David Hill, CFP, CWS (view bio)

Susan Hangartner (view bio)
Carolyn Hill (view bio)
Carol Lillis
Matt Tiffany, CFP,(view bio)

Trust Services

Institutional Consulting Services

Jeanne Connolly, CFP (view bio)
Becky Parker

David Hill, CFP, CWS (view bio)
Michael Haas, CIMA (view bio)
Bob Burns, CFA, AIF (view bio)
My Edmonds, CFP, CIMA, AIF
Susan Schneider, CIMC, CIMA, AIF
Gabriel Mbulo, MBA

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