Hearthstone Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Scott A Miller

Scott A Miller

CRPC®, CLTC®, BFA

Financial Advisor

Certified Long Term Care®
Visit Scott A Miller'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
Michael Mark Eisenmenger

Michael Mark Eisenmenger

CRPC®, APMA®

Private Wealth Advisor

Franchise Owner
Visit Michael Mark Eisenmenger's website
Jim Bailey

Jim Bailey

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Bailey's website
Jim Tabak

Jim Tabak

CLTC®

Financial Advisor

Business Financial Advisor
Visit Jim Tabak'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
Keith P Ford

Keith P Ford

CFP®

Financial Advisor

Visit Keith P Ford's website
Adam Tabak

Adam Tabak

Financial Advisor

Business Financial Advisor
Visit Adam Tabak's website
Scott Allex

Scott Allex

Financial Advisor

Visit Scott Allex's website
Fred Zeller

Fred Zeller

Financial Advisor

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

George Joe Kurka

CRPC®

Financial Advisor

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

Team

Kimberly Rivera Griffin

Kimberly Rivera Griffin

Practice Manager

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.
View more
Natalie Compton

Natalie Compton

Paraplanner

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.
View more
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