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.
We are excited to welcome Charles Kafoglis to our team. Charles is an Associate Advisor based in Houston, TX, dedicated to serving Hill Investment Group’s Hillfolio clients across the country. Charles brings decades of client service experience from his days as a management consultant and educator…an ideal fit for our team. Most recently, he has been working with teens and young adults, with a particular focus on young women, to instill financial literacy skills that are sorely lacking across all levels of our education system. Charles puts his family first, appreciates the value of listening, making a difference, and practical problem-solving. Read about his journey to Hill Investment Group and how his work experience will elevate you and your family’s experience with us here.
Want to know the secret mission of this podcast? Listen to this eight-minute episode. Added bonus – Matt shares a parable that will take you back to your childhood. Listen here or click below.