We are honored to announce the newest addition to the HFG Team, Anne Hamlin! Anne joins the firm in the role of Operations Associate and within this new role will aid the team by providing day to day back-office details and account preparation, as well as help ensure that clients have a wonderful operations experience.
Anne comes to the firm with over 30 years of financial and trust services experience. She resides in Oxford, Michigan with her husband Steve, her son Kyle and daughter Keylie. Anne is a dedicated volunteer at Pan Equus Animal Sanctuary (PEAS) in Oxford. The 80-acre sanctuary is dedicated to providing care and comfort for over 150 animals at all stages of their life.
Recent Staff Promotions
We are also excited to highlight recent staff promotions within our HFG Team!
Thomas Mahfet has been promoted to the role of Wealth Advisor and Alec Wycoff has been promoted to the role of Paraplanner.
Thomas began his journey with HFG in 2021 as a Paraplanner. He graduated from Western Michigan University in May of 2020 with a 4.0 GPA and Suma Cum Laude honors. He holds a bachelor’s degree in Business Administration with a major in Personal Financial Planning and minors in General Business, Economics, and Business Analytics. Thomas interned at Herbert Financial Group back in 2017. After he completed his internship, he went on to work for another financial services firm in Michigan for four years before coming full circle and joining the HFG Team as a full-time Paraplanner. Thomas’s determination, attention-to-detail, and strong work ethic earned him the promotion to a Wealth Advisor. He is looking forward to providing holistic financial planning to our wonderful HFG clientele. Thomas is also a CERTIFIED FINANCIAL PLANNER™. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Alec began his journey with HFG in 2021 as a Financial Planning Intern. Alec is currently a senior at Michigan State University and is working on his B.A. in Political Theory and Constitutional Democracy and is minoring in Financial Planning and Wealth Management. He is set to graduate in August of 2022. Previously, Alec has interned with the U.S. House of Representatives and preformed research on behalf of his academic college. In his free time, Alec enjoys discussing market trends, economics, and current events. Alec’s motivation, professionalism, and eagerness to take on new responsibilities led to his exciting promotion as a Paraplanner. In this new role, Alec will be focusing on assisting the Wealth Advisors with monitoring the ever-changing investment, economic, and governmental agencies policies and incorporating the impact on client’s unique financial plans.
Get to know the entire HFG Team here!
The HFG Promise
At HFG, we have extraordinary talent that work diligently to deliver our clients a first-class experience. We strive to be true leaders and leverage our knowledge, determination, and innovation to propel our business to new levels. We are very excited to welcome Anne and have her apply her industry knowledge and excellent customer service experience to the HFG team.
The addition of Anne as well as our two internal promotions reflects our organization’s continued commitment to growth and education in the financial field. This commitment aligns with our corporate mission of building meaningful, long-term client relationships by using our specialized knowledge and holistic financial planning approach to aid our clients in making informed decisions in a steadfast mission to help them obtain financial confidence.
Thank you for your continued support and trust in our team!