Team HFG MissionTo form long lasting relationships with our clients so we may assist them in reaching their wealth management objectives and obtain financial peace of mind.HFG VisionTo be trusted and respected by our clients for our professional knowledge, integrity, independent financial advice, and exceptional service.HFG Team ApproachTo provide our clients with a well-rounded, high level of personal service from a qualified team that exceeds expectations. Timothy Herbert Founder/Wealth Advisor (248)-482-2600 firstname.lastname@example.org Born in Detroit and raised right here in the metropolitan area, Tim Herbert has been a successful and independent financial advisor since 1985. He graduated magna cum laude from Northern Michigan University in 1983, and obtained his... Read more Scott Torosian, CFP® Wealth Advisor (248)-482-2600 email@example.com Scott Torosian joined the HFG team in February of 2005 as a graduate of Eastern Michigan University with his Bachelor’s Degree in Finance. Scott focuses on servicing our existing clients to maintain the highest level of service.... Read more Kara Herbert, CFA, CFP® Wealth Advisor (248)-482-2600 firstname.lastname@example.org Kara joined the HFG team in August of 2017 as a Wealth Advisor. She graduated from Eli Broad School of Business at Michigan State University with a Bachelor of Arts in Finance and a Spanish minor. During her time there, she... Read more Danielle McKenna Director of Operations (248)-482-2600 email@example.com Danielle joined the HFG team in April 2012. She is a graduate of Oakland University with a Bachelor’s Degree in Finance and has a minor in Communications. As Director of Operations, Danielle is responsible for the day-to-day back... Read more Liz Kasha Director of Marketing (248)-482-2600 firstname.lastname@example.org Liz joined the HFG team in April of 2012. She is a graduate of The University of Michigan and has a Bachelor’s degree in Journalism and Public Relations. She oversees the marketing department and coordinates all aspects of client... Read more Kevin Pierce, CFP®, AIF® Paraplanner (248)-482-2600 email@example.com Kevin joined the HFG team in April of 2019 as a Paraplanner. Kevin assists our advisory team with developing and delivering financial plans. Kevin was raised on the shores of Lake Huron in Lakeport, MI. He graduated magna cum laude... Read more Brian Herbert Marketing Associate (248)-482-2600 firstname.lastname@example.org Brian joined the HFG team in September 2007 as a Marketing Associate. Brian helps to keep in touch with clients, setting appointments and assisting the team in all administrative functions. Read more Caroline Chetosky Operations Associate (248)-482-2600 email@example.com Caroline joined the HFG team in July 2014 as an Operations Associate. She comes to the firm with over 12 years of banking and customer service experience. Read more Deanna McHugh Operations Associate (248)-482-2600 firstname.lastname@example.org Deanna joined the HFG team in October 2014 as an Operations Associate. She comes to the firm with over 12 years of financial services experience. Read more Brandon Basela Intern Brandon joined HFG in 2017 as an Intern. He is majoring in Marketing with a Minor in Finance at Oakland University Read more Evelyn Herbert Health Insurance Agent 248-961-4669 email@example.com Evy is a licensed Health Insurance Agent and the sole proprietor of Associated Health Options, LLC. She specializes in senior health care assisting her clients with their medicare options. Evy and her husband, Tim, live in Lake Angelus... Read more Stephen L. Hayes, CPA Associated Tax Planner 248-353-9353 firstname.lastname@example.org Steve has been in the public accounting arena since he graduated from Western Michigan University in 1984. He is a partner in the Southfield, MI CPA firm of Chalmers and Kendall. He is a member of the American Institute of CPA’s... Read more Thomas Mohan, PLLC Estate Planning Associate 248-726-1094 email@example.com Mr. Mohan comes with extensive knowledge in estate planning, a very critical area in our business for clients to navigate. HFG will be more than happy to sit down with you and your attorney to make sure the correct plan is put in place... Read more Carolyn Howarth Associated Mortgage Consultant 248-882-6741 firstname.lastname@example.org As an added benefit to you, we have a licensed mortgage consultant on our team to assist clients with their home financing needs. Carolyn will work with you to find the mortgage options that meet your short- and long-term financing... Read more Brian Jenney, LL.M. in Taxation Elder Care Attorney (248) 740-5688 (248) 928-0944 email@example.com Brian Jenney helps families and individuals with elder law and special needs issues. For family members with more immediate elder care issues, Mr. Jenney can assist with guardianships and conservatorships of ailing family members.... Read more Dawn Trotto, CPA, MSF Estate/Care Coordinator 586-256-0951 firstname.lastname@example.org Dawn K. Trotto has over 25 years of experience in finance and accounting starting her career in public accounting as a business advisor to closely-held business owners. Through her career and her own personal experiences, Dawn... Read more Have a Question? Name Email Question Thank you! Oops!