Risk management is one of the keys of successful investing. Harry helps individuals identify what is important to them and then creates an appropriate investment management strategy to suit the client’s unique vision and objective. Harry is devoted to studying investment risk and identifying and evaluating risk management techniques and strategies. He believes that no person’s situation is the same, and one size does not fit all. Harry puts his clients’ interests first, acts with absolute integrity and honesty, and strives for excellence in every facet of his practice. His success is not measured by performance alone, but rather by his clients’ success in achieving their financial goals.

Harry has offices located in Dodgeville and Fitchburg, and he and his family live in rural Barneveld. He and his wife, Alyssa, are proud parents of four sons, Harrison, Hank, Harvey, and Huxley.

Key Responsibilities:

• Meets with Clients to Provide Personalized Financial Advice and Education
• Maintains Up-to-Date Knowledge of Industry Regulations
• Primary Investment Management Contact
• Evaluates Risk Management Techniques and Strategies

Being with her family – husband Shaun and their two children, Bailey and Aiden – bring her the most joy. Robin stays quite busy in her free time but especially enjoys being outdoors or reading.

Key Responsibilities:

• Manages Preparation and Processing of Client Accounts and Paperwork
• Provides Assistance to Financial Advisors
• Human Resources Manager
• Main Technical Support Contact

Danielle was most recently working for the State of Wisconsin after years of being a small business owner working from home and raising her family. She has three children, Aiden, Sadie, and Laney and spends much of her time following them around to all their activities. Danielle enjoys reading, hiking and traveling in her spare time.

Key Responsibilities:

• Meets with Clients to Provide Personalized Financial Advice and Education
• Assists Clients with Investment Decisions
• Leads Research and Analysis
• Responsible for Executing Trades and Rebalancing Portfolios

Amber has four children, Isaac, Elliott, Samuel and Stella. Watching them participate in sports and various other activities fills her time outside of the office. She also enjoys reading, cooking, live music, and traveling.

Key Responsibilities:

• Main HH Scheduling Contact
• Manages Client Communications and Relations
• Coordinates Client and Team Events
• Manages Marketing, Social Media, and Website

Maya looks forward to learning from the team, building meaningful relationships with clients, and growing professionally in her new role. Maya will be studying to become a licensed advisor in the future.

Outside of work, Maya enjoys golfing, dance, and most of all spending time with her fiancé, Luke. A Dodgeville native, she is happy to be returning to the community.

Key Responsibilities:

• Coordinates Client Meeting Preparation and Follow-Up
• Assists in preparing and processing client accounts, paperwork, and maintenance
• Aids Advisors with Financial Plans and Trading Activities
• Supports Daily Office Operations