Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In addition, she facilitates ongoing educational opportunities and idea exchanges to help us stay at the forefront of our industry.
As a CFP® professional, Hilary has been in the industry for over 25 years. She has a Bachelor of Business Administration from the University of Texas McComb’s School of Business and a Masters in Financial Management from the American College of Financial Services. She holds the Series 4, 7, 24, 53, 63 and 65 licenses. To keep an innovative mind, Hilary can often be found reading published pieces by various thought leaders in the industry. Outside of her passion for helping us provide the best service for our clients, Hilary enjoys morning runs and spending time with her husband and two children.