Featured entries from our Journal

Details Are Part of Our Difference

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

David Booth on How to Choose an Advisor

The One Minute Audio Clip You Need to Hear

Category: People

Welcome, Jack!

Jack Gardner

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!

Welcome, Michael Kafoglis!

Michael KafoglisWe’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!

Please Hold – Listen to This

Hill Investment Group prides itself on always having a team member, not a machine, answer our phones within two rings. We’ll never have an auto attendant answering system (during office hours) – but this means you will have to be placed on hold occasionally. Most hold music ranges from loud and irritating to the nonexistent ‘Is anyone still on the other end?’. 

You’ve likely been placed on hold at Hill Investment Group, and we try to make that experience as pleasant as possible. Whether it’s an interview clip with one of our team members or jazzy holiday tunes – we aim to entertain or educate you while we connect you. 

We’re excited to share our latest and coolest hold music, this time from one of our clients, Mr. Clint Willis. If, in 2016, you happened to be at the St. Louis launch party for Matt’s book Odds On:The Making of an Evidence-Based Investor, you might recall Clint’s soulful performance that served as a fantastic introduction (see photo). 

During a recent interaction, and because Clint is such a creative person – I couldn’t help but wonder if he could create a mellow tune for our friends to enjoy while they’re on hold – and boy did he deliver! We hope you’ll enjoy our latest hold tune the next time you call or by clicking play above!

Featured entries from our Journal

Details Are Part of Our Difference

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

David Booth on How to Choose an Advisor

The One Minute Audio Clip You Need to Hear

Hill Investment Group