With Rick Hill officially retiring last year, we’re thrilled to continue celebrating his incredible legacy with the Rick Hill Award. As you may recall from a post Buddy shared in early 2024, we announced this special recognition at our 2023 holiday party to honor Rick’s values and actions, which have been at the heart of our firm’s success (and our friendship) since day one.

This annual award, paired with financial recognition, will be presented to the team member who best exemplifies living our firm’s values throughout the prior year. We’ve been paying close attention to those moments in 2024 when teammates have gone above and beyond, and we’re excited to share the winner with our team at our company celebration on February 8th. We’ll tell you about the winner our February email.

There’s still time to nominate someone you believe deserves this honor! If you’ve had a meaningful interaction with a team member that reflects Rick’s and our firm’s values, please email Matt Hall directly at matt@hillinvestmentgroup.com. The nomination window closes on January 31st, so don’t wait!

We value your insight and are grateful for your help in recognizing the teammates who make our firm extraordinary.

In a recent conversation with Charles Kafoglis, he shared a profound realization: it’s time. After years of taking the long view, Charles has decided to retire. Inspired by the wisdom in the book Die With Zero, which encourages us to embrace and maximize the unique opportunities of life’s seasons, Charles is stepping into his next chapter with excitement and purpose.

With his wife, Pattie, Charles plans to explore more of the world, deepen their involvement in non-profit work, and set meaningful new goals—including an ambitious one: running a 10-minute mile on his 80th birthday!

While he will undoubtedly miss the people of Hill, the clients he has served so thoughtfully, and working alongside his son Michael, we know this next season will bring new joys and adventures.

Charles’ departure will be effective at the end of December, and we are committed to making this transition seamless for our clients and team.. We are actively meeting with candidates for this lead position and look forward to an announcement we can share with you soon. In the interim, a combined team at Hill will ensure continuity for all clients. 

We are deeply grateful for Charles’ contribution and wish him a fulfilling and hopeful journey ahead.

The holidays are a time to reflect, celebrate, and spend quality moments with loved ones. To honor this special season, our office hours will be adjusted to allow our team to celebrate with their families and friends.

We will be closed on the following days:

    •         Tuesday, December 24 – Thursday, December 26

    •         Tuesday, December 31 – Wednesday, January 1

During these times, our team will be away from their desks, but we remain committed to supporting you. If you have an urgent need, please don’t hesitate to reach out to us at service@hillinvestmentgroup.com, and we will respond as soon as possible.

We wish you a joyful holiday season and a happy, healthy New Year!

– The Team at Hill Investment Group