Team

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...

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....

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...

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...

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...

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...

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.

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. 

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. 

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

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...

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...

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....

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...