At Hamilton Capital, we take great pride in our Core Values, as these principles drive our company culture and reflect who we are.  In turn, this guides how we serve our clients, our teammates, and our community––with distinction and full hearts.

Each year, we recognize a team member who has gone above and beyond in exemplifying one of our five Core Values throughout their day-to-day at Hamilton.  We are proud to announce and celebrate our 2021 Core Value Award winners!  Our sincere thanks to all for your excellent work and dedication.


SERVE FIRST: Mallory Ferguson, Client Relations Team Leader
We always put the interest of the client first, and act with a service mindset, fully aligned and transparent in all that we do.

Mallory made significant contributions by training new team members and leading efforts as a member of the firm’s Wellness & Social Committee, in addition to her core duties. Through this work, and other opportunities she identified to help the team, she demonstrated what it means to have an ever-present “serve first” approach with our clients and team.

BE INSIGHTFUL: Leslie Mahle, Senior Investment Operations Associate
We build our global perspective and expertise and use our insightful financial strategies to help our clients see their future more clearly.

Leslie’s expertise in her role continues to grow each year and her attention to detail, ability to navigate complex matters, and serve as a key resource to teammates are just a few reasons why she was selected as our winner of this award.

GUIDE FORWARD: Adria Rosebrock, Director of Wealth Management Operations & Training
We proactively look over the horizon and focus on the future with our clients’ goals in mind.

Adria’s great insight and leadership was evident in all aspects of her work. Her passion for providing a positive and successful training experience for new employees and continuing to build into our team has made such an impact. She is also helping lead several significant projects for the firm and consistently supports our clients and advisory team with her social security planning expertise.

COLLABORATE: Lindsey Medich, Client Relations Representative
We listen intently, seek to understand the deeper purpose, and then act for our clients with a committed team of professionals.

Whether working on client matters with our advisory team, sharing new ideas to help enhance employee training, showcasing her extraordinary photography skills, or leading a complex subject matter for our Client Relations Team, Lindsey’s ability to work and communicate with others at a high level shines through.

MAKE IT HAPPEN: Emily Ketch, Client Experience Ambassador
We are accountable to our clients and our teammates to find the solution, commit to action, and own the results.

Since joining the firm in 2021, Emily has shown a drive for “making it happen” each and every day. She seamlessly stepped into the key role of Client Experience Ambassador and successfully delivered on the opportunity to make every interaction one of great impact. Teammates recognized Emily for often finding ways to make something better or easier, and for showing that we can count on her in any situation.