Hearthstone Wealth Management

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Walter Paul Reep

Walter Paul Reep

CFP®, ChFC®, APMA®

Private Wealth Advisor

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

Michael Mark Eisenmenger

CRPC®, APMA®

Private Wealth Advisor

Franchise Owner
Visit Michael Mark Eisenmenger's website
Jim Bailey

Jim Bailey

CFP®, CPA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Bailey's website
Brianna Kuehmstedt

Brianna Kuehmstedt

CFP®, CRPC®, APMA®, ChFC®

Financial Advisor

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

Chris Taylor

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Chris Taylor's website
Jim Tabak

Jim Tabak

CLTC®

Financial Advisor

Business Financial Advisor
Visit Jim Tabak's website
Ros Respecia

Ros Respecia

MBA, APMA®

Financial Advisor

Visit Ros Respecia's website
Scott A Miller

Scott A Miller

CRPC®, CLTC®, BFA

Financial Advisor

Certified Long Term Care®
Visit Scott A Miller's website

Team

Kimberly Griffin

Kimberly Griffin

Practice Manager,

Assistant

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

Paulette Burford

Paulette Burford

Client Service Manager

Laura Waring

Laura Waring

Administrative Assistant,

Client Concierge