Dedicated to your financial well-being

Life is a journey that is constantly changing, which becomes more apparent as you reach milestones such as starting a business, having children or retiring from your career. Knowing who to turn to is vitally important at these times in life.

We’re here to offer a helping hand and sound financial guidance, just as we have for the many other families and individuals we are proud to call our clients. We welcome the opportunity to serve you and your family.

Meet our Financial Team

Michael McCormack
Michael McCormack, CFP®
Partner, HBCM Registered Principal, RJFS
Brigette White
Brigette White, CFP®
Partner, HBCM Financial Advisor, RJFS
Jim Donohue
Jim Donohue, CFP®, CIMA®, CPA
Financial Advisor
Zachary Musgrave
Zachary Musgrave, CFP®, CIMA®
Partner, HBCM Registered Representative, RJFS
Brian Lowry
Brian Lowry, CFP®
Financial Advisor
Rebecca Monty Bio Image
Rebecca Monty
Financial Advisor Registered Representative, RJFS
Kari Phillis
Kari Phillips, CFP®
Registered Principal, RJFS
Kristin Camp
Ginger Camp
Client Service Manager
Michael Cappelli
Michael Cappelli
Controller, HBCM Branch Associate, RJFS
Alison Rogers
Alison Rogers
Director of Administration & Development, HBCM
Bio headshot of Nihad Basic
Nihad Basic
Financial Professional, Registered Representative, RJFS

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our team is devoted to helping our clients have the means to fulfill a purpose greater than themselves.
Jim Donohue, CFP®, CIMA®, CPA; Financial Advisor

HERE FOR YOU for the long term

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