Katie Ackerman

Client Service Administrator
Katie Ackerman

In Katie’s client service role, she supports advisors and clients by making the administrative work seem easy. You’re sure to speak with her when scheduling meetings and interacting with our client service team. She works to leverage our time—ensuring that we’re as responsive and attentive as ever. Katie is known for “making it happen.”

Like our two founders, Matt Hall and Rick Hill, Katie formerly worked at Buckingham Asset Management. She was a member of the institutional services team as it grew from a few hundred million in client assets to approximately $800M.

Family matters

My husband, Doug, and I were married in Saint Peter’s Basilica in Vatican City in 2015. These last eight years have flown by, and we have added two little ones to our family. Our daughter Sally is seven, and our son Billy is five. Our children are the center of our world: and we cannot remember what life was like before they were here! We love to spend as much time with them as possible.

We are also incredibly close with our extended family. My mom and dad are two of my best friends and phenomenal grandparents. My brothers have officially claimed Doug as their mentor and hunting buddy while being fabulous uncles.

Community involvement

Being involved with nonprofits is one of my favorite things. I am involved in various Catholic organizations around town, and my husband and I are active parishioners at both Annunziata Catholic Church and Our Lady of the Pillar where our children attend school. I have been very blessed and want to give back as much as I can.

Most memorable trip

While it’s hard to pick, Italy is my favorite place to visit, more specifically, Rome — the eternal city! Each trip has been incredibly special. In 2012, I was privileged to meet Pope Benedict with my dad through the Papal Foundation. In 2013, I went on a spur-of-the-moment trip with a friend for the Conclave and witnessed Pope Francis’ election and installation mass. Still, the most memorable trip I’ve ever been on was in October 2015 when my husband, Doug, and I were married in Saint Peter’s Basilica. We will never forget that trip — and were lucky enough to go back a few months later for an audience with Pope Francis.

Favorite workout routine

In my former life before children, I loved to practice yoga daily, especially Ashtanga. My workouts these days are primarily chasing the children around, walks with the family and the occasional yoga class.

Top five movies

This answer is always changing, but, right now: The Women, To Catch a Thief, Thomas Crown Affair (the remake), The Money Pit, and Blue Jasmine

Favorite app

Instagram. It’s kind of an addiction.

Ideal weekend

Relaxing with my family, spending time outdoors at the pool or the park, and cooking something delicious.

Most satisfying part of life at hig

Hands down, the people on our team! Also, the attention to detail in all aspects of our company. I never thought I would find an investment firm so thoughtful about all our materials’ design and quality.

I love how close-knit we are here at Hill Investment Group. We know one another’s children, we celebrate the ups and downs that life throws at us, and we are honest with one another – even when it hurts.

Most likely to spend a spare hour

Laughing with the kids, reading, needlepointing, or letting my OCD run wild by organizing!

Inspired by

My parents, my husband and my children… and all of the working moms out there!

Favorite quotes

“Honesty is a very expensive gift, don’t expect it from cheap people.”
–Warren Buffett

“He is no fool who gives what he cannot keep to gain that which he cannot lose.”
–Jim Elliot

Service excellence is never an accident, but a part of our DNA.

Working with Hill, you get the power of an entire team supporting you. We work together to deliver a fluid, high-quality experience. Our strong sense of pride in our work is rooted in everything we do.

Our Team

Matt Hall

Co-Founder & CEO
Rick Hill

Rick Hill

Founder

Nell Schiffer

Advisor & Partner

Matt Zenz

Chief Investment Officer

Buddy Reisinger, Jr.

Advisor
Katie Ackerman

Katie Ackerman

Client Service Administrator

Charles Kafoglis

Associate Advisor

Matt Luzecky

Associate Advisor
Anna Farrell

Anna Farrell

Executive Assistant
Michael Kafoglis

Michael Kafoglis

Service Advisor
Nick Ashby

Nick Ashby

Client Service Associate
Sherrie Dickson

Sherrie Dickson

Executive Assistant
Jacob Brydels

Jacob Brydels

Associate Advisor
Jack Gardner

Jack Gardner

Client Service Associate
Hill Investment Group Team photo
Interested in Joining the Team?

We are students of hospitality, lifelong learners, and relentless improvers, using our unique abilities to delight our clients and colleagues.

Our culture and open opportunities
Hill Investment Group