Featured entries from our Journal

Details Are Part of Our Difference

Podcast Episode – Meir Statman

With the Recent Events in Ukraine, Should I Make Changes to My Portfolio?

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

Category: People

Our Newest Team Member: Anna Farrell

 

Who is that new voice answering the phone at HIG in less than two rings? It’s Anna Farrell, our latest addition to the team. In Anna’s role as Executive Assistant, she is expertly juggling a myriad of tasks, from managing schedules to ordering supplies to welcoming office visitors. Anna allows our team to focus on what they do best: taking care of our clients. 

We asked Anna to share a little bit about herself. You’ll understand immediately why we are so excited to have her on the Hill Investment Group team!

FAMILY MATTERS

My husband Graham and I were married in November 2016.  We have since added two children to our family, Catherine and Conor.  Our dog, Porter, has finally come around to these small humans after learning they always leave behind a trail of food.  We live in the Shaw neighborhood in St. Louis where you can find us at one of our favorite neighborhood establishments, walking in Tower Grove Park, or hanging out in our backyard with friends and neighbors.

TRAVEL

Prior to working at HIG, I gained my customer service and hospitality experience working in the Travel Industry.  I had the privilege of traveling the world in my twenties when I was a Travel Director at Maritz where I managed onsite logistics for incentive travel programs. My love of travel inspired me to start my own business as a Travel Advisor for Smartflyer where I planned and coordinated the endless details of my clients’ trips.  However, two kids and one pandemic later, I am thoroughly enjoying working outside of the travel industry and instead planning my own trips with my husband and kids.  The answer to your question is: Japan, France, and Croatia.  Those are my top three favorite places I’ve been to.

FRIENDS DESCRIBE ME AS:

Funny, an over-thinker (think Larry David but without the drama), determined, and always equipped with a good story.

IDEAL WEEKEND:

I aspire to be someone who can relax on the weekend, but for now, a good mix of crossing things off of my to-do list and spending time with my family and friends works best for me.  We love to frequent the Tower Grove Farmers’ Market, tackle house projects (I’m the visionary, and Graham is the contractor and pro bono laborer), head out for cocktails and a good dinner, or just hang at home and place bets on how many times we will have to put our kids back to bed.  As our children mature and work is a little less stressful (thanks to HIG), we hope to start adding family getaways to the docket, but for now, life at home feels really good.

INSPIRED BY:

My parents.  My dad was the first person in his family to go to college and then went on to put himself through dental school, working the 5 am shifts cleaning up movie theaters.  He has worked tirelessly to create a purposeful and rich life for his family, balancing hard work while simultaneously coaching all of our sports teams, maintaining a perfect lawn, and restoring cars.  It does not go unnoticed that he was able to do all of this with the support of my mom, who stayed home with us.  She also coached our sports teams, ran the school yearbook, took us on amazing trips, and secretly taught me how to drive a stick-shift.  While raising our family, my mom also managed the finances for my dad’s dental practice and, to this day, is one of the techiest people I know.  It has been a pure joy to see my parents transition into their new roles as beloved ‘Mimi and Papa’ to our kids.

LIFE AT HIG:

I bring a unique perspective to HIG since I am a lifelong client and friend of the firm. I have first-hand experience being on the receiving end of the high level of customer service and attention to detail that is central to the firm’s core values.  As a dedicated Monthly Journal reader, when I saw Katie’s position become available, I knew it would be a good fit since I had known everyone for years and I had a good sense of the team’s comradery and their thoughtful approach to serving their clients.  I feel like I have finally found my people – detail-oriented, genuinely nice, family-focused, and just all-around fun.

Going the Distance

Do you know what percentage of Americans have run a marathon? About 0.5%, or one in about 200 Americans (according to a Runners World study). Why such a small group? Because it’s hard!

After my wife Jen completed the Boston Marathon last month, I shared that stat with our three sons. The Boston Marathon is like the Super Bowl for runners. For those who aren’t familiar with the running world, runners have to qualify based on race time. It’s an elite group. To participate, you have to train not for just one marathon but at least two (one or more to qualify and one for Boston).

My boys and I watched as thousands of dedicated runners sped by competing in their own Super Bowl. We even saw a blind runner being led by a trained guide which reminded me of our podcast guest, Caroline Gaynor, who guides blind Ironman triathletes.

If you’ve talked to anyone that has run a marathon, many will say the most challenging part is the training which typically lasts about 20 weeks and includes between 35 and 80 miles of running per week. That is a lot of time and hard work dedicated to a big goal – very similar to our theme of taking the long view.

Jen had setbacks in her training, including a strained calf and shin splints (among others). She worked with experts, such as a physical therapist and a chiropractor, to overcome her ailments and get back on track. Jen set a goal, and she had the fastest race in her running career (3:39), all while raising three kids and running a nutrition business.

How did she do it?  She took the long view! I saw many parallels between her journey and the one we take alongside our clients. Our clients have specific goals they want to hit. With thoughtful planning, including experts that help work through challenges, and a massive dose of patience, we work to help clients increase the odds of hitting their goals. So, while running a marathon may not be one of your goals, let us help you plan for your financial Super Bowl. Set up a time to talk or meet now.

Congratulations Katie!

 

Katie Ackerman is an essential player on our team and just earned a promotion! Hear from Katie in this short video, and then celebrate with us as we announce her new role as Client Service Administrator. Starting in May, Katie will transition to our client service team. It’s a natural fit since she has been consistently available to help with our client’s needs since she joined Hill Investment Group in 2015. You may not hear Katie’s voice on the phone as often, but her time and energy will be more focused on serving you than ever before!

Katie has come a long way since this photo was taken in 2015.

Featured entries from our Journal

Details Are Part of Our Difference

Podcast Episode – Meir Statman

With the Recent Events in Ukraine, Should I Make Changes to My Portfolio?

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

Hill Investment Group