The Hill Wealth Process
We take each of our clients through our process of understanding who they are and what goals they have before we plan and implement their custom financial strategies.
Meet our President
Dan, CFP®, AIF® is now entering his twentieth year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner™, and has his Series 65 and Life and Health Insurance licenses.