Your Team

Principal Advisor

I have been serving clients for over 30 years, and I find the work incredibly rewarding. I am deeply grateful for the opportunity to be the trusted advisor our clients rely on when making critical financial decisions. 

My competitive spirit and love of sports shaped me early on, leading to a basketball scholarship at Saint Francis University in Ft. Wayne, IN. Although I enjoyed playing college basketball, the NBA was not scouting small college hoops in Indiana, so I transferred to the University of Cincinnati where I completed my degree in economics.

Transferring to U.C. was a pivotal decision, as it led me to meet my best friend, and the love of my life, Tammy. Tam recently launched her website, www.TDHCREATES.com, which showcases her incredible mixed media artwork. In addition to her creative pursuits, she leads Bible studies helping women explore and strengthen their faith. I am blessed to have her by my side.

Our son, Ryan, is a graduate of Cincinnati Christian University, and he has a heart for service. He currently works as an educational aide at Indian Hill High School, assisting students with developmental disabilities. His work is both challenging and fulfilling.

Colin joined HFS in 2019. I take pride in mentoring and collaborating with him as we grow our business. Colin married Alexandra, and she is a wonderful addition to our family. Colin and Alex welcomed our grandson Brooks in 2022, and our granddaughter Margaux in 2024. Being a grandfather "Pops," is better than advertised!

Since 1991, I have worked to help our clients achieve their financial objectives through strategic planning. At HFS, we provide a "boutique experience" backed by the resources, expertise, and support of our strategic partner, Commonwealth. Our cross disciplined approach is comprehensive, and we would welcome the opportunity to share what we believe sets us apart from other financial professionals.

Professional Designations: FINRA Series 6, 7, and 63 securities registrations and Life & Health Insurance License

Awards: Shawn has been named a Five Star Wealth Manager award winner from 2014 - 2024.

2014 -2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in September 2024 based on data gathered within 12 months preceding the issue date. 1,596 advisors were considered, advisors 200 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Associate Advisor

My introduction to the workforce began at age 12 as a caddy at the local country club. The invaluable life lessons of being on time, hard work, understanding the value of a dollar, and effectively communicating with adults have served me well over the years. My parents encouraged me to save and monitored my spending. It wasn’t easy to sneak a purchase of the latest toy or video game while under the watchful eye of my financial planner father.

My mom set an example of service through her involvement with our church and by organizing charity fundraisers. She stepped away from being the Director of Women’s Ministry at Horizon Community Church, but she continues to lead Bible studies and encourage women to explore their faith. With more flexibility in her schedule, her attention shifted to being a grandmother and pursuing her lifelong passion for art. As a mixed media artist, her talent shines through her vast portfolio. I am incredibly proud of the course she has taken.

In 2019, I married my best friend and the love of my life, Alex. She attended the University of Cincinnati on a golf scholarship and coached golf while in graduate school at Southern Mississippi. With two master’s degrees and a +2.5 handicap, I am continuing a rich tradition of Hill men: “We marry up.” We have been blessed by the birth of our son, Brooks, and our daughter, Margaux. They have filled our lives with immense joy.

I am grateful for the opportunity to join my father in the thriving financial planning practice he built. The most rewarding part of my experience thus far is seeing the depth of relationships we build with our clients and their families and the positive impact we can have on their lives. I am humbled by the trust they place in us and look forward to helping them achieve financial security and create the legacies they want to leave.

My professional designations include the Securities Industry Essentials (SIE) exam, FINRA Series 7 and 66 exams, and Life & Health Insurance License.

Operations Director

I was blessed to grow up in a family that taught the value of hard work. We picked endless flats of strawberries, sacks of potatoes, and buckets of green beans before we could go make mud pies in a camp we built in the woods. The produce we sold to local grocery stores, teaching us the value of our labor. I worked my way through college attending Northern Kentucky University, earning a bachelor’s degree in business management.

Soon after college, I met my wonderful husband of 24 years. Dan is my best friend and my biggest supporter. Dan has been in the financial banking industry for 24 years. He currently works for Peoples Bank in the Madeira branch. We make a great team, raising 4 beautiful children who attended St. Gertrude School and the Madeira City Schools.

Our daughter Haley is a senior at the University of Cincinnati in the Lindner Honors PLUS Program working on a master’s degree in accountancy. Our daughter Mary, a Freshman at the University of Cincinnati, is pursuing a degree in early childhood education. Our son Eddie is a senior at Madeira High School graduating in the spring of 2024. He was a member of the varsity golf team for four years and hopes to secure a college scholarship for golf upon his graduation. Our youngest daughter Ellie is in 8th grade at Madeira Middle School, and she plays basketball and golf. Her hard work and dedication to golf resulted in her being the “medalist” low scorer 10+ times this year!

As a family, we enjoy making memories on the beaches of Hilton Head Island. My roles as a wife and mother for the past 21 years have been incredibly rewarding and fulfilling. In addition to holding down the home front, I volunteered at church and the kids’ schools. I might be the best on call chef, and uber driver who gets paid in hugs. I’m a teacher, and a doctor who’s always on call. I will never tire of hearing “Mom”, in fact, it’s a gift that I treasure every day. I am lucky and blessed to have been a stay-at-home mom.

I am excited about stepping back into the workforce as a member of the Hill Financial team. I look forward to the new challenges created by this opportunity, to getting to know our clients, and to delivering the high level of service they have come to expect.

Canine Ambassador

Hi, I’m Tucker, Canine Ambassador for Hill Financial Strategies. I’ve been in my role at the firm since early 2020, just before COVID-19 hit. The timing could not have been better because my primary responsibility is to reduce stress for the team and for our clients who come to our office on “Furball Fridays.”

When I'm not in the office, I spend my time being petted by family and friends, playing fetch, or just lying around. Now that I think about it, these activities aren’t any different when I’m in the office, oh well. I also like taking walks, hanging out at the park, and in the summer, I love to swim in the pool. Yep, life is good for the Tuckster!

If you see me in the office or if we meet around town, please introduce yourself and scruff my head—I really like that. I’m sorry if I jump up, I get excited when I meet new people and can’t contain myself, it’s something I’m working on.

I hope you visit our website regularly, because from time to time I’ll be updating “Tuck’s Tips.” These recommendations have nothing to do with financial planning, they’re more about “life stuff.”

• Tuck’s Tip #1 – Life is short, so if someone offers to rub your belly, scratch behind your ear, or pet you on the head, take them up on it—it feels awesome!