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: 856 556-2093
For more than 30 years Catherine has worked in the financial profession, developing and implementing comprehensive financial plans and helping business owners and families achieve their dreams and goals. It is her passion to change the conversation about personal finance for women from “I hope that I can…” to “I know that I will…” in order to help them experience lasting financial freedom. She strives to cultivate long-lasting relationships and bring peace of mind to every client.
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.
Direct: 856 302-7041
Our newest team member, Caitlin utilizes our RICH401(k) process with our Retirement Plan sponsors and participants. Being the “point person” for all things 401(k), Caitlin works to ensure everyone receives the highest level of service. Whether it is scheduling participant workshops, sharing educational information with participants on the importance of saving for Retirement, encouraging participants to use the SmartDollar budgeting tool or arranging for a plan sponsor to meet with an advisor, Caitlin helps to protect plan sponsors, guide positive participant outcomes and unify the client’s service team.
Often Described As:
Fun-loving, Outgoing & Intelligent
My brothers, Eddie and James are two of my best friends.
What you find Underrated:
Reading a good book.