Broker Check

Team

HFG Mission

To 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 Vision

To be trusted and respected by our clients for our professional knowledge, integrity, independent financial advice, and exceptional service.

HFG Team Approach

To provide our clients with a well-rounded, high level of personal service from a qualified team that exceeds expectations.


Timothy Herbert

Founder/Wealth Advisor

248-648-8598

248-648-8599

[email protected]

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...

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Scott Torosian, CFP®

Wealth Advisor

248-648-8598

248-648-8599

[email protected]

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....

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Kara Herbert, CFA®

Wealth Advisor

248-648-8598

248-648-8599

[email protected]

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...

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Danielle McKenna

Director of Operations

248-648-8598

248-648-8599

[email protected]

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...

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Liz Kasha

Director of Marketing

248-648-8598

248-648-8599

[email protected]

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...

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Kevin Pierce, CFP®, AIF®

Paraplanner

248-648-8598

[email protected]

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...
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Brian Herbert

Marketing Associate

248-648-8598

248-648-8599

[email protected]

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.

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Caroline Chetosky

Operations Associate

248-648-8598

248-648-8599

[email protected]

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. 

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Deanna McHugh

Operations Associate

248-648-8598

248-648-8599

[email protected]

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. 

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Brandon Basela

Intern

248-648-8598

248-648-8599

Brandon joined HFG in 2017 as an Intern. He is majoring in Marketing with a Minor in Finance at Oakland University

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Evelyn Herbert

Health Insurance Agent

248-961-4669

248-648-8599

[email protected]

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...

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Stephen L. Hayes, CPA

Associated Tax Planner

248-353-9353

[email protected]

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...
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Thomas Mohan, PLLC

Estate Planning Associate

248-726-1094

[email protected]

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...
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Carolyn Howarth

Associated Mortgage Consultant

248-882-6741

[email protected]

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...

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Brian Jenney, LL.M. in Taxation

Elder Care Attorney

(248) 740-5688

(248) 928-0944

[email protected]

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....

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