Hearthstone Wealth Management

Advisors

Advisor photo for Jim Bailey

Jim Bailey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Bailey's website
Advisor photo for Walter Paul Reep

Walter Paul Reep

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Walter Paul Reep's website
Advisor photo for Michael Mark Eisenmenger

Michael Mark Eisenmenger

CRPC, APMA

Private Wealth Advisor

Franchise Owner
Visit Michael Mark Eisenmenger's website
Advisor photo for Laura Parker

Laura Parker

APMA

Financial Advisor

Visit Laura Parker's website
Advisor photo for Brianna Kuehmstedt

Brianna Kuehmstedt

CFP®, CRPC, APMA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brianna Kuehmstedt's website
Advisor photo for Chris Taylor

Chris Taylor

CFP®, APMA, MPAS, MS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chris Taylor's website
Advisor photo for Ros Respecia

Ros Respecia

MBA

Financial Advisor

Visit Ros Respecia's website
Advisor photo for Scott A Miller

Scott A Miller

BFA, CRPC, CLTC®, CMFA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Scott A Miller's website


Team

Paulette Burford

Paulette Burford

Client Service Manager

Kimberly Rivera Griffin

Kimberly Rivera Griffin

Practice Manager,

Paraplanner

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.
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Natalie Compton

Natalie Compton

Paraplanner,

Client Service Specialist

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.
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Sheila Graham

Sheila Graham

Client Service Manager

Kristin Wolff

Kristin Wolff

Client Service Specialist