HFS Wealth Advisors, LLC employs four registered representatives with Cambridge Investment Research, Inc., a FINRA-registered broker/dealer.

 

Patrick A. Hammer,  Daniel Hammer, Brian Sutphin and David Hunt provide years of experience in the financial industry. Each offers a unique personality while working together as a team to provide professional, personalized service designed to help you achieve your financial objectives.

 

Our Credentials

Patrick holds a Masters of Science in Financial Services, Bachelor of Science in Economics & Finance, and is an Accredited Estate Planner. He specializes in estate planning, business continuity planning, retirement planning and tax-qualified plans. Patrick has earned many industry awards recognizing his leadership, service to clients and the industry. Patrick holds  Series 7, 63 and 65 registrations through Cambridge Investment Research, a FINRA-registered broker/dealer.
 

 

Daniel has eleven years experience in finance industry.  He has completed levels I and II of the CFA Program, and plans to sit for Level III soon. Dan has the series 7, 24 and 63 registrations. Daniel acts as the Principal at HFS Wealth Advisors, overseeing trade execution and asset management. Dan holds an M.B.A. and B.B.A. in finance and business management.

 

Brian earned his degree in Finance and is currently working on obtaining his Certified Financial Planner™ practitioner (CFP®) designation. He has his Series 7 and Series 66 registrations through Cambridge Investment Research Inc., a FINRA-registered broker/dealer. Brian enjoys assisting individuals and business owners in the development, implementation and monitoring of comprehensive financial plans.

 

David holds a Bachelor of Science degree from Miami University.  He has his Series 7 registration through Cambridge Investement Research Inc., a FINRA-registered broker/dealer.  He brings many years experince of sales and marketing experience to HFS Wealth Advisors .

 

Our representatives are licensed in Arkansas, Arizona, California, Connecticut, Florida, Georgia,

Illinois, Missouri, New Jersey, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, and Virginia.