We are proud to announce the promotions of eight members of the Hamilton Capital team! Please join us in congratulating these hardworking and deserving individuals.
Jessica Carpenter, CFP®– Director of Compliance & Legal
Since Jessica joined Hamilton Capital as an Associate Compliance Officer in 2017, she has continually sought opportunities to learn and expand her skills and experiences to strengthen our collective compliance knowledge and processes. She leads our firmwide compliance training and was instrumental in broadening the training of all our new associates. Jessica has taken on many leadership roles and is responsible for managing the day-to-day compliance-related operations of the firm.
Charlie Coons, CFP® – Financial Advisor
Charlie joined the Hamilton Capital Team in 2018 as an Associate Financial Advisor. He has demonstrated excellent analytical and technical skills, strong communication skills, and great energy to assist clients. Charlie has exhibited a desire to understand and utilize Hamilton Capital’s planning and investment processes for clients. He has been eager to grow as an advisor and instill confidence that has led to strong relationships with clients.
Brandon Dempsey, CFP® – Financial Advisor
Brandon started with Hamilton Capital as a member of the Client Relations team in 2017 and has been offering teammates and clients a helping hand ever since. He moved to the Advisory Team in 2018, where he quickly showed an ability to connect with clients and lead them to action. Brandon’s ability to fully serve clients through building trust is exceptional. Brandon’s dedication to continuous improvement as an advisor was evident by his earning the CFP® designation in 2020.
Patrick Finneran, CFP® – Financial Advisor
Since Patrick joined us as an Associate Financial Advisor in 2015, he quickly made a noticeable impact on our clients with his positive attitude and desire to learn and grow. He is driven to continuously improve his technical skills while also building meaningful relationships with our clients. Patrick has also been a great mentor and is always willing to help other advisors. He is a team player and is genuinely interested in seeing our team grow and thrive together.
Casey Kimbler – Director of Investment Operations
Over the past 17 years, Casey’s impact on Hamilton Capital has been immeasurable. As the leader of Investment Management Operations, Casey has worked tirelessly to build a dependable, proficient team that is deeply knowledgeable and committed to helping drive results and value. Casey’s strong understanding of our processes, systems and people has been incredibly valuable over the years and she has a passion to “get it done” and find solutions, no matter how big the obstacle.
Brett Mack, CFP®, ChFC® – Financial Advisor
Brett joined Hamilton Capital as an Associate Financial Advisor in 2018 and quickly showed a strong drive and ability to guide our clients through the planning process. Brett has a passion for our work, truly believes in what we do, and is never shy to accept any opportunity to help our clients, his colleagues and our team as a whole. His work ethic and determination continue to fuel his desire to learn and grow every single day.
Adria Rosebrock, CFP® – Director of Wealth Management Operations & Training
Since joining Hamilton Capital in 2014, Adria has been instrumental in developing our advisors and team members through her training efforts and expertise. She demonstrates a commitment to improving our team’s knowledge and application, processes, technology, and collaboration across the firm. Her guidance to clients and advisors with social security and other planning items is incredibly valuable. Through her work in those areas and so much more, Adria is a key contributor to our firm’s success and constant pursuit of excellence.
Anna Schiffbauer, CFP® – Financial Advisor
In 2016, Anna’s dedication to serving Hamilton Capital clients began when she joined the Client Relations Team. Over the years, Anna has focused on continuous learning and improvement, as made evident by earning the CFP® designation in 2020. Anna demonstrates great skill, care, and reliability in all she does for our clients and our team. Her tireless pursuit of excellence has led to her newest role as a Financial Advisor.