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

New Video – PJ McDaniel

 

When a new client starts their relationship with Hill Investment Group, we ask what made them select us. Often responses are some version of, “We were told you really care, and our meetings with you confirmed that you do.” We agree and are thankful. We really do care, and PJ McDaniel is the person in charge of demonstrating our intentions with new families. Take two minutes to watch PJ McDaniel’s video. I bet you’ll feel how much PJ wants to help families get the kind of financial guidance they deserve…and have been in search of.

It’s hard to imagine someone more likable than PJ. He’s a partner in our firm, leads our business development efforts, and is known for his positive focus. PJ estimates that he’s met over 8,000 advisors through his prior career. He’s said that he picked the best firm of the bunch when he joined HIG. It’s nice of him to say, but we’re the lucky ones. There is no better person to introduce new families to our evidence-based investment philosophy and Take the Long View approach. I’m proud to call PJ my business partner and hope that you consider him as your partner as well.

If you want to get to know PJ even better, set a time to talk or meet with him here.

New Video From the Client Service King

We’re continuing our video series highlighting team members, and this month I encourage you to watch John Reagan’s under two-minute piece. John dedicates his professional life to client service. It’s that simple. He is reliable with a capital “R,” and I consider him the backbone of Hill Investment Group. John is a partner in the firm, leads client service, the Financial Planning Committee, and founded our Longview Charitable Initiative (where we give back to our communities). John is someone you want on your side. Clients have told me that they wish they could “find a John Reagan in other parts of their lives.” John works every day to help simplify and add value to the lives of the families we serve. He’s self-described as “slow and steady” in the video, and we love him for it! It’s also a perfect fit with this month’s podcast.

John Reagan Profile from Hill Investment Group on Vimeo.

Image of the Month

The Intersection of Longview & True North = Destiny. The newest HIG team member, Charles Kafoglis, took this image in Antioch, Illinois. Follow us on Instagram to see more shared images from our team, or tag us in your own.

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