Congratulations are in order for our lead advisor in Nashville! Julia Humphrey (husband Joe) welcomed their son and littlest Titans fan, William James, on Sunday, September 17th at 11:16 pm, weighing 7lbs 3oz. Everyone is happy, healthy, and ready for kick-off.

Julia will enjoy the next month with little William and gradually phase her work life back to full-time in the fourth quarter of 2023.

If you’re a Nashville client, please don’t hesitate to get in touch if you need anything at all. Our entire team is here to serve you.

We are excited to welcome Jack Gardner to the client service team at Hill Investment Group. We initially found Jack through a friend of Matt Hall’s wife (thanks Lisa!). Jack was looking for an internship to complete his studies at the University of Missouri, and while we had already filled our intern openings for the summer, we agreed to meet with Jack as a favor. Jack quickly impressed all of us at the firm with his work ethic, initiative, and desire to learn. It was an easy decision when it came to asking him to stay on full-time.

He is already making an impact in our clients’ lives behind the scenes, and we look forward to introducing you to him next time you are in the office.

And similar to Matt Hall, Jack is a cancer survivor. He had Classic Hodgkin’s Lymphoma when he was 18 years old and is now in full remission.

Please join me in welcoming Jack to the team!

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!