Welcome to HFG
Who We Are
We are a holistic wealth management firm and have been serving individual investors and small businesses with their financial planning, retirement, investment, and insurance needs since 1985. We provide independent advice, custom plans and solutions along with exceptional personal service.
Fiduciary Responsibility
The Advisors of HFG are licensed Investment Advisor Representatives with LPL Financial and as a Fiduciary, held to the highest standard of client service and confidentiality. Should you choose to engage in an investment advisory and financial planning relationship, we are required to act in your best interest at all times. We understand that a holistic financial plan and investment advisory relationship is not right for everyone. If your financial needs are specific to just one or two areas of your financial household, we can focus our resources to those areas that are of top priority to you.
1$301,201,165.84 in Brokerage Assets and $308,110,745 in Advisory Assets - Data as of 3/18/21
2You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Herbert Financial Group.
RoadMap 360
Client Engagement Roadmap
1You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Herbert Financial Group.
Levels of Service Comparison
Our Holistic Planning Process
Pie Chart
Our Holistic Planning Process
20Conduct a Comprehensive Analysis of Your Overall Financial Situation
20Identify Your Financial Goals so they are Measurable and Manageable
20Determine Your Financial Time Horizons
20Assess Your Risk Tolerance
20Create an Investment and Asset Allocation Strategy
10Develop a Holistic & Comprehensive Financial Plan
10Engage Directly With Your Other Professional Advisors (Ex: Accountant or Attorney)
10Ensure Follow Through on Plan Implementation
10Retirement Income Planning
10Continued Guidance, Advice & Monitoring of Your Financial Plan
10Personal Service From a Dedicated Team of Professionals
10Access to a Personalized Financial Portal to Keep You Informed
The Team
Wealth Advisor
Tim Herbert, RICP®
, MSA
Senior Paraplanner
Kevin Pierce, CFP®, AIF®
Receptionist
Brian Herbert
Wealth Advisor
Scott Torosian, CFP®
Paraplanner
Thomas Mahfet
Financial Planning Intern
Shane Weston
Wealth Advisor
Kara Case, CFP®, CFA
Operations Associate
Deanna McHugh
Financial Planning Intern
Alec Wycoff
Director of Operations
Danielle McKenna
Operations Associate
Brandon Basela
LPL CFO Solutions
Neepa Vagadia
Director of Marketing
Liz Kasha
Marketing Coordinator
Kathy Williams
Strategic
Partners1
Associated Tax Planner
Stephen Hayes, CPA
Estate/Care Coordinator
Dawn Trotto, CPA, MSF
Health Insurance Agent
Evelyn Herbert
Estate Planning Associate
Thomas Mohan, PLLC
Elder Care Attorney
Brian Jenney, LL.M.
Mortgage Consultant
Carolyn Howarth
1You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Herbert Financial Group.
Our Top Notch Technology
Mobile App
Interactive Client Portal
Unlimited Vault Storage
Online Meetings
Who is LPL?
