My introduction to the workforce began at age 12. At Dad’s suggestion, I signed up to caddy at the local country club. Dad ensured timeliness with a ride to the course and Mom kept the books, tracking my rounds. The invaluable life lessons of being on time, working hard, understanding the value of a dollar, and how to effectively communicate with adults have served me well over the years. My parents encouraged me to save and monitored my spending. As a kid, it’s not easy to sneak a purchase of the latest toy or video game while under the watchful eye of your financial planner father.
My mom set an example of service by her involvement with charity fundraisers. If the event she was planning called for 20 volunteers, she only needed 17 because 3 spots were filled by my dad, my brother, and me. Her example of service continues to this day as a leader in women’s ministry at Horizon Community Church.
As a Cincinnati native, I enjoy the “big city with the small-town feel.” On June 1, 2019, I married my best friend and love of my life, Alex. For the first two years of marriage, we lived in a one-bedroom apartment on 8th Street. This allowed us to experience everything Cincinnati has to offer: great restaurants, a revitalized downtown, arts, athletics, entertainment, innovation, and development.
Alex is the program coordinator for First Tee, a charitable youth development organization focused on helping kids build character through the game of golf. Alex 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.”
Alex and I love to golf, travel, and experience new adventures. Our biggest and best adventure to date arrived on January 3, 2022, when we welcomed our son Brooks to the world. He has captured our hearts and fills each day with joy.
I’m grateful for the successful and thriving financial practice that my dad has built and the opportunity to be a part of this team. To strengthen my foundation, I have passed the Securities Industry Essentials (SIE) exam and the FINRA Series 7 and 66 exams.
It has been exciting to learn how we serve clients day-to-day and see the benefits of a long-term, disciplined approach to financial planning. The most rewarding part of my experience thus far is seeing the depth of relationships we develop with our clients and their families, and the positive impact we can have on their lives. I’m humbled by this opportunity and look forward to helping our clients achieve financial security, partnering with them to create the legacies they want to leave.
Professional Designations: FINRA Securities Industry Essentials (SIE), FINRA Series 7 and 66 securities registrations, and Life & Health Insurance License