Hearthstone Wealth Management

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Advisors

Michael Mark Eisenmenger

Michael Mark Eisenmenger

CRPC®, APMA®

Private Wealth Advisor

Franchise Owner
Visit Michael Mark Eisenmenger's website
Walter Paul Reep

Walter Paul Reep

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Walter Paul Reep's website
Brianna Kuehmstedt

Brianna Kuehmstedt

CFP®, CRPC®, APMA®, ChFC®

Private Wealth Advisor

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

Jim Bailey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Bailey's website
Laura Parker

Laura Parker

APMA®

Financial Advisor

Visit Laura Parker's website
Chris Taylor

Chris Taylor

CFP®, APMA®

Financial Advisor

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

Ros Respecia

MBA

Financial Advisor

Visit Ros Respecia's website
Eric Pomerantz

Eric Pomerantz

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Eric Pomerantz's website
Jim Tabak

Jim Tabak

CLTC®

Financial Advisor

Business Financial Advisor
Visit Jim Tabak's website
Adam Tabak

Adam Tabak

Financial Advisor

Business Financial Advisor
Visit Adam Tabak's website
Scott A Miller

Scott A Miller

CRPC®, CLTC®, BFA

Financial Advisor

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

Keith P Ford

CFP®

Financial Advisor

Visit Keith P Ford's website
George Joe Kurka

George Joe Kurka

CRPC®

Financial Advisor

Managing Partner of Hearthstone Wealth Management
Visit George Joe Kurka's website
Fred Zeller

Fred Zeller

Financial Advisor

Managing Director of Hearthstone Wealth Management
Visit Fred Zeller's website
Scott Allex

Scott Allex

Financial Advisor

Visit Scott Allex's website

Team

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 data entry, client file maintenance, website maintenance, client correspondence, client marketing events and meeting follow-up.
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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