Direct Dial 856 302-7045
Michael is HFM’s visionary. Since 1989 when he began his career, he has adapted his practice to stay ahead of the curve. Whether it’s technology or strategy, he pursues and implements the best in investing, financial planning and compliance practices for his firm’s clients.
Direct Dial 856 302-7044
Jason is not your typical Financial Advisor. In his role as Investor Coach he provides our clients with more than just an occasional check-in for financial advice. He strives for each client to fully understand their Investment Philosophy, strategy and its impact on their long-term financial well-being. Since 2010, Jason has helped grow our business by improving technology, standardizing processes to improve firm efficiency, presenting financial education workshops and being active in many networking groups and non-profit initiatives.
Direct Dial 856 302-7043
Since 2005 Kristine has created and maintained the integrity and improvement of HFM’s brand image and client experience. Communicating our mission, vision and “refer-ability” is her main focus along with helping to build our community of educated investors.
Direct Dial 856 302-7042
The vast amount and complexity of back office administration required to run a Financial Services firm demands a smart, meticulous coordinator to navigate through the multiple vendors involved. Roxanne possesses those exact skills and competencies. Roxanne makes sure every “i” is dotted and “t” is crossed so that our client’s experience is as smooth as possible.