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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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