Independent Advisors Working Together

Your Wealth Management Team

David M. Hill

Michael A. Haas

Susan Hangartner

Carolyn Hill

Jeffrey D. Fordham

Nicholas Lacy

Jeanne E. Connolly

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)
Kevin Collver, JD, LL.M (view bio)

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

Trust Services

Institutional Consulting Services

Jeanne Connolly, CFP (view bio)

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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