Our Team

Coming together is a beginning. Keeping together is progress. Working together is success.

– Henry Ford

Your financial partner for life

People

The HFG team brings several years of experience driving our unique planning approach and investment philosophy. With the ability to bring exclusive services, a personalized approach, and collaborative spirit to the table, our team of dedicated professionals ensure clients are in good hands throughout their entire financial journey.

J. Tyler Haberling, CFP®

Director and Founder

William Wang, CFP®

President

Drew Westermeyer, CPA

Chief Operating Officer

Ben Messinger, CFP®

Financial Advisor

Michael Tallman, CFP®, CTFA

Senior Trust Officer

Bob Lagonegro, CFP®

Financial Advisor

Stephen Palm, CFP®

Financial Advisor

Megan Nichols, CFP®

Financial Advisor
Paul Hansen photo

K. Paul Hansen, CFP®, CPA

Financial Advisor

Kevin Floyd, CFA, CFP®, AIF®

Director of Investments

Anthony Smith, CFA

Portfolio Manager

Forrest Alexander

Business Development Director

DeDe Johnson

Portfolio Administrator

Janice Wilson

Senior Client Service Consultant

Allison Smith

Senior Client Service Consultant

Martha Gonzalez

Client Service Representative

Karen Schweighardt

Receptionist

Jennie Prince

Client Service Consultant

Sam Ward, FPQP™

Client Service Manager

Megan Farrow

Wealth Planner

Brent Schafer

Wealth Planner

Keri Lashbaugh

Private Banker

Jenny Hubbard

Trust Administrator

Kelly Litzko

Marketing Specialist

Adriana Doyle

Communications Specialist

Austin Wingle

Multimedia Specialist