The Team

Hearthstone Wealth Management

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Walter Paul Reep

Walter Paul Reep

Private Wealth Advisor

More about me...

Designations

CFP®, ChFC®, APMA®

Top Areas of Focus

  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

University of Texas at Austin - BS
CA Insurance #0D12496

VISIT MY WEBSITE

Michael Mark Eisenmenger

Michael Mark Eisenmenger

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

B.B.A, Finance, Texas State University, San Marcos, TX
AR License #1261963

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Jim Bailey

Jim Bailey

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Education

BBA - Accounting/Finance at Western Michigan University, Kalamazoo MI

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Jim Tabak

Jim Tabak

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

University of Michigan, Ann Arbor: M.A. - Finance, 1982, Grand Valley University, Allendale, MI: B.PH., Economics, 1972

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Laura Parker

Laura Parker

Financial Advisor

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Top Areas of Focus

  • Social Security Retirement Benefits
  • Investment Management
  • Retirement Planning Strategies
CA Insurance #0M52467

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Brianna Kuehmstedt

Brianna Kuehmstedt

Financial Advisor

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Designations

CFP®, CRPC®, APMA®, ChFC®

Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Education

Bachelor of Arts, History, The University of Texas at Austin, 2003

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Chris Taylor

Chris Taylor

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Family Finances
  • Investment Management

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Ros Respecia

Ros Respecia

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies

Education

MBA, Concordia University, Austin, TX, BS, Radio/TV/Film, University of Texas, Austin, TX

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Scott A Miller

Scott A Miller

Financial Advisor

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Designations

CRPC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

B.B.A. Finance, University of Oklahoma, Norman, OK 1991
AR License #1157213

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Our Staff

Belinda Vargas

Belinda Vargas

Client Service Specialist

Kimberly Rivera Griffin

Kimberly Rivera Griffin

Practice Manager

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Qualifications

  • • B.S., Business Administration/Management, Roosevelt University, Chicago, IL
  • • M.S. in Accounting, Texas A&M - Commerce campus
  • • Kimberly began working for Michael in early 2011.

Roles & Responsibilities

  • • Her duties include scheduling meetings, data entry, client file maintenance, website maintenance, client correspondence, client marketing events and meeting preparation.
Kimberlee Blackburn

Kimberlee Blackburn

Paraplanner

Natalie Compton

Natalie Compton

Paraplanner

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Qualifications

  • • B.A., Psychology, Emory University, Atlanta, GA
  • • Securities Registrations: Series 7, Series 66(TX)
  • • Insurance License: General Lines Agent for Life, Accident, Health, & HMO
  • • Natalie began working for Michael in early 2007. She is a licensed paraplanner.

Roles & Responsibilities

  • • Her duties include financial plan data input, assisting Michael in analyzing and preparing financial plans, and trading securities and investments in clients' accounts.
Sheila Graham

Sheila Graham

Client Service Manager

Kristin Wolff

Kristin Wolff

Client Service Specialist

Paulette Burford

Paulette Burford

Client Service Manager

Sabrina Morris

Sabrina Morris

Client Concierge

Marketing Specialist
Sean Burk

Sean Burk

Client Service Specialist