Hourglass Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Hourglass Wealth Management
Team photo for Hourglass Wealth Management

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Advisors

Advisor photo for Katie Millar

Katie Millar

CFP®

Financial Advisor

President of Hourglass Wealth Management
Visit Katie Millar's website
Advisor photo for Al Lazaro

Al Lazaro

Financial Advisor

Visit Al Lazaro's website


Team

Christina Luna

Christina Luna

Financial Planning Assistant

Karla Ceja

Karla Ceja

Client Concierge

Laurie Glowa

Laurie Glowa

Operations Manager