Our Team

The Hamilton Capital team is diverse, highly qualified, and committed to the best possible outcome for every client. We’ll always listen, and we’ll always help you make decisions that align with your life and your goals.

Start a Conversation

One team, every angle.

We’re all living our own stories. Working toward our own goals. Gaining our own experiences and perspectives. Hamilton Capital brings together a diverse group of experiences, skillsets, and expertise to create a team with a wealth of collective knowledge and talent.

When you work with us, you’re backed by one team focused on helping you navigate today’s decisions while preparing for tomorrow’s possibilities. With you, for you, for life.

Hamilton Capital Team Collage
Bobby Hamilton headshot

Bobby Hamilton, CFP®

Senior Financial Advisor

Braedon Elwer headshot

Braedon Elwer

Associate Financial Advisor

Brendan Pittman headshot

Brendan Pittman

Associate Financial Advisor

Brett Mack headshot

Brett Mack, CFP®, ChFC®

Vice President, Financial Advisor

Brianne Cronenwett headshot

Brianne Cronenwett, CFP®, CKA®

Financial Advisor – Operations and Training

Caroline Bowman headshot

Caroline Bowman

Client Experience Representative

Carrie Thompson headshot

Carrie Thompson, CFP®, CKA®

Senior Financial Advisor

Casey Kimbler headshot

Casey Kimbler

Vice President, Investment Operations

Charlie Coons headshot

Charlie Coons, CFP®

Senior Financial Advisor

Cheryl Lewis headshot

Cheryl Lewis

Client Experience Ambassador

Conolly M Boughner headshot

Conolly Boughner, CFP®

Senior Associate Financial Advisor

Courtney Saddler headshot

Courtney Saddler

Client Services Manager – Retirement Plan Services

What you can expect from us.

A team that really knows you
The decisions we help you make will always be based on your story, your values, and your goals.

The same standard for everyone
You’re always more than a number here. No matter the size of your portfolio, we’ll handle it — and your future — with care.

Monitoring and adjusting with purpose
We will dynamically manage your investments, keep you informed, and make adjustments when they make sense.

Our Dynamic Investment Process
Hamilton Capital team conversing at a market review conference.

Life moments they remember.

"Our advisors helped us find a new tax CPA a few years ago when our former one failed to get our tax returns done on time. And now they follow up regularly with meetings involving us and our tax CPA. We feel well-served!"

Three friends hiking on a sunny forest trail wearing backpacks.

"Years ago, we never really thought that we would have another entity help manage our financial well-being. In just two short years, we can already see the immense benefits to our portfolio and to our overall concern about managing our portfolio. We rest easy at night knowing we have a good team at our side to allow us to achieve our financial goals and live the life for which we worked so hard."

Smiling senior couple biking outdoors on a sunny day.

"Hamilton Capital far exceeded our expectations [not only] in terms of the details provided but also in terms of giving us the big picture of the ‘HOW’ do we execute [the plan]."

Volunteers packing food supplies for distribution at community center.

The above testimonials were provided by individuals who are (or were, at the time of providing the testimonial) clients of Hamilton Capital. The clients did not receive compensation for their feedback and permitted the use of their names and comments for advertisement purposes. There are no known conflicts of interests association with the provision of these testimonials. A testimonial reflects the individual’s experience and may not be representative of all client experiences.

A team like no other.

We’re all living our own stories. Let’s join forces.

Start a Conversation
Person in white shirt holding phone by a window, smiling, with a coffee cup on desk.
Continue to Events & Insights