About HFM

Michael P. Pallozzi
Michael P. Pallozzi
President

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Jason F. Gabrieli CFP
Jason F. Gabrieli CFP®
Financial Advisor

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Catherine Allen-Carlozo CFP®
Catherine Allen-Carlozo CFP®
Financial Advisor

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Caitlin Ege
Caitlin Ege
Retirement Plan Associate

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Tyler Reedman
Tyler Reedman
Associate Advisor

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Roxanne McGee
Roxanne McGee
Client Services Coordinator
Lizabeth Roth
Lizabeth Roth
Administrative Assistant
Michelle Dillman
Michelle Dillman
Client Service Administrator

Michael P. Pallozzi
Michael P. Pallozzi
President
Jason F. Gabrieli CFP<sup>®</sup>
Jason F. Gabrieli CFP®
Investor Coach
Catherine Allen-Carlozo CFP<sup>®</sup>
Catherine Allen-Carlozo CFP®
Investor Coach
Kristine Robinson
Kristine Robinson
Director of Marketing
Roxanne McGee
Roxanne McGee
Client Services Coordinator
Caitlin Ege
Caitlin Ege
Retirement Plan Associate
Lizabeth Roth
Lizabeth Roth
Administrative Assistant
Michelle Dillman
Michelle Dillman
Client Service Administrator