Recently, Matt Hall and I had an opportunity to go to Big Sky Montana with Focus Financial to connect with other independent wealth advisors. The photo above feels a little like our Hill logo and few places feel more “long view” than Big Sky. While in Montana we shared ideas and fellowship with fiduciary advisors like HIG, and Matt even won a best-dressed contest for his ski outfit (though I never saw him on the slopes because he spent most of his time on a green run called The Pacifier:). Check out our Instagram for more.

Hill Investment Group is proud to announce that PJ McDaniel and Nell Schiffer will join Matt Hall and John Reagan as Partners. See the story in the St. Louis Business Journal here.

“It’s a huge honor to be invited into the partnership group at Hill Investment Group,” says Nell. “Since the day I interviewed, it’s been my dream to help shape the Island of Idealism for our clients and team. This next chapter will be a great one.”

Nell’s rare combination of technical ability and interpersonal instincts makes her an indispensable member of the team. As HIG’s first COO, Nell has played a pivotal role in building on the organic magic that used to live in Matt and Rick’s heads. Today, the firm runs on a reliable set of systems, second nature to Nell and now to HIG.

As HIG’s Head of Business Development, PJ has been instrumental in building relationships with successful families who want to Take the Long View. His experience balancing growth with high-touch service puts him in an ideal position to help lead HIG into the future.

“My time at HIG has given me a perspective that few people are fortunate enough to have, and I’m ready to pay it forward,” says PJ. “We’ve always had big visions, and now we have the team in place to make it all happen.”

“Hill Investment Group is special because of our people,” says Matt Hall. “Nell and PJ are truly exceptional and have earned their way to the ownership and leadership table. I sincerely believe these two are among the best in our industry.”

Want to hear what we really think about our partnership with Focus? Get it here from Nell, Matt, Katie, PJ, John, and me in just over two minutes. Our new video captures in our own words what this next chapter means for our clients and team.