We’re thrilled to welcome Grace Kreifels to our team as a Lead Advisor! With a strong foundation in evidence-based investing, Grace brings invaluable experience from her eight years at Dimensional and prior tenure at Vanguard. As a Certified Financial Planner (CFP®), her expertise and dedication to her craft will be a tremendous asset to our national client base. We look forward to seeing her make a lasting impact on our clients’ lives.

Beyond her professional strengths, Grace and her husband, Zach, recently welcomed their first child, a son named Riley—and parenthood has already been an incredible adventure for them. True to the spirit of many of our clients, Grace has a passion for the outdoors and enjoys hiking, backpacking, surfing, biking, skiing, and camping (they even took Riley on his first camping trip at just three months old!). As the daughter of a Delta pilot, Grace’s love for travel started young and has taken her to more than 30 countries, immersing her in diverse cultures and experiences.

Please join us in giving a warm welcome to Grace!

We’ve added an incredible new team member, and you may recognize his last name. Michael Kafoglis joins our Client Service team as an advisor and CFP based out of our Houston Office. Michael will work closely with John Reagan, servicing our Hill and Hilltop clients. Michael comes to Hill Investment Group with seven years of experience at one of the largest investment institutions in the country, where he served as an advisor to high-net-worth families.

As the son of a consultant turned teacher turned financial planner, he has a unique view of investing. Although he was taught concepts of compounding, diversification, and patience at a young age, when he became an advisor, he discovered his financial education was not the norm but the exception. Michael has made it his goal to educate clients and simplify their financial lives so they can focus on what they care about. Needless to say, he will fit right in at Hill Investment Group.

If his name sounds familiar, Michael is following in the footsteps of his dad, Charles Kafoglis, as he joins our team out of Houston. We are referring to them as the Kafogli and are already enjoying the camaraderie and banter they bring to the team. Stay tuned, as his complete bio will hit our site later next month.

Welcome, Michael!

There are roughly 200,000 advisors in the US. How does an investor choose one?

David Booth, the founder of Dimensional Fund Advisors, says, “trust the advisor who trusts the market.”

See his memo here.