firstname.lastname@example.org | 314-696-2388
Having advised both institutional and retail clients for 30 years, Scott brings a capital markets-focused approach to his core planning activities at Hawthorne Financial. Prior to joining Hawthorne in 2013, Scott spent 15 years working as a Senior Vice President of Fidelity Investment Institutional Services Company, marketing the firm's extensive product platform to many of the Midwest's most notable investment advisory groups. Applying Fidelity's vast technical resources within the advisory community has allowed Scott to develop a sophisticated investment advisory model blending credit markets and macro trends into individual and corporate client circumstance.
Prior to his work with Fidelity, Scott spent 10 years as a registered principal and regional manager with Woodbury Financial Services and Cigna Financial Advisors.
Scott received a Finance Degree from Eastern Illinois University and holds series 7, 63, 65, 22 and 24 securities, life and health licenses.
Scott serves on the Board of Directors for "Friends of Kids with Cancer", a local charity with a multimillion dollar endowment.
When not working with his clients, Scott spends much of his free time with his family and looking after his farm. He enjoys traveling, golf, biking and running, and lives in Clayton with his wife, Katrina.
email@example.com | 314-721-3187
Dennis has been working in the financial services industry since 1975. First learning the life and health insurance marketplace he moved early on into the qualified plan business. As an agent and a registered representative, Dennis concentrated on qualified retirement plan design, administration and funding. For 17 years, Dennis built a successful practice concentrating in the areas of financial planning, wealth management and investment & insurance consulting. In 1992 Dennis co-founded Hawthorne Financial, where he continues to build his practice. Dennis earned his bachelor’s degree from the University of Missouri-Columbia and has also earned his CLU designation from the American College, Bryn Mawr, PA. Dennis is a member of the Financial Planning Association, the National Association of Insurance & Financial Advisors, the Society of Financial Service Professionals and the Investment Management Consultants Association. Non-work interests include having served on numerous charitable association boards, including the Cystic Fibrosis Foundation and The St. Louis Blues 14 Fund. Dennis and his wife reside in Clayton, MO.
firstname.lastname@example.org | 314-260-7525
Bill has been working in the financial services industry since 1986. Prior to joining Hawthorne Financial, he was a Vice President and Financial Consultant for Fidelity Investments Private Client Group where he was responsible for over 400 households and over $1.5 billion of assets. He has helped his clients navigate the complexities of financial planning by drawing from his vast experiences as a retirement consultant at Fidelity Investments. Additionally, Bill's clients gain from his prior investment experience as a portfolio manager and futures and options trader with Advance Data Corporation and Verdi Bach Partnership. His true passion for investing relies on both technical and fundamental analysis when creating portfolios and managing risk for his clients all coordinated under a comprehensive financial plan.
He holds a bachelor's degree from Webster University and maintains his series 7, 9, 10, 63 and 66 securities licenses as well as his insurance license.
Bill lives in Town & Country with his wife Lisa and enjoys spending time with his family. He is an avid golfer and musician and has played for organizations such as Pianos for People, Life Skills and other local charities.
email@example.com | 314-256-9897
Nick has been working in the financial services industry since 1993. Prior to joining Hawthorne Financial, he was a Vice President and Financial Consultant with Fidelity Investments Private Client Group where he was responsible for 558 households and one billion in assets. In his 25-year career with Fidelity, he has helped his clients with the complexities of financial planning by drawing on his education, experience and background as a Certified Financial Planner®. His true passion is in working with clients to develop a financial plan and design a portfolio strategy to help achieve their goals, while at the same time being flexible to changing market and economic conditions.
Nick earned dual undergraduate degrees in economics and business administration with an emphasis in finance from the University of Missouri - St Louis. While an undergraduate, he also earned a Pierre Laclede Honors Certificate. He also earned a masters in economics from UMSL. He earned his Certified Financial Planner® designation in May of 2006 and holds a series 7, 8, 63, 66 securities, life and health licenses. He has also passed Level I of the Chartered Financial Analyst exam.
Nick lives in Saint Charles with his wife Elena and their two small children. He enjoys spending time with his family, traveling, hiking, fishing, and spending time at their farm.
firstname.lastname@example.org | 314-378-8183
Jay has the foresight to plan for each client’s ideal future, and translate the risks and opportunities they will face, personally and financially. He has a vision for what the marketplace can bring to his clients, and how their investment portfolio can benefit from it.
“You’re going to retire someday! We help people retire every day!”
Growing up, Jay was completely intrigued with the stock market and became an advisor because he has a true passion for helping his clients retire with peace of mind. He enjoys helping clients understand what their resources and money can do for them, when they set goals and follow them.
Jay spent 11 years in the financial services industry before coming to Hawthorne Financial. He enjoys advising with an unbiased approach and having a fiduciary responsibility to his clients. He feels that working as an independent financial planner allows him to give his clients the best unbiased advice and opportunity to achieve their financial goals. In working together with clients, an important part of Jay’s work is to help create a better quality of life for their family and future generations.
Jay has a Bachelor’s Degree in Entrepreneurship from St. Louis University. Jay holds his Series 65 license and is a CERTIFIED FINANCIAL PLANNER™. To earn his CFP®, Jay completed a rigorous training program and passed a comprehensive exam.
email@example.com | 314-681-9782
I chose to join Hawthorne Financial for three important reasons. First, their strong reputation for integrity. Second, they deliver highly personalized services to the families and businesses they serve. Third, the team has a depth of knowledge and experience, readily sharing ideas and solutions to provide the best client experience possible.
For 30+ years, I’ve built a dynamically rewarding career in financial services based upon a relentless determination to make an impact on the people and organizations that I partner with. I began my career at Fidelity Investments where I had the privilege of working closely with clients before moving on to manage teams and expand into new markets. As a Regional Manager at Fidelity, I had the opportunity to shape an exceptional client experience impacting investors across the country. I excel at teaching and coaching and I’m skilled at instilling confidence, positivity and excellence in others. For many years, I’ve used these skills to enhance the advisors under my management as well as advisors I worked with through my consulting business NXT Step Consulting, LLC.
As a young man, my father told me, “It is amazing what you can accomplish if you put two good minds together to do a job”. This value guides me as I now focus on the success of my clients at Hawthorne Financial. I work with a diverse group of professionals, business owners and retirees to develop plans unique to their financial needs. Together we will create personalized solutions helping you to grow, protect and preserve what you have worked hard to build. My goal is to provide you peace of mind as we set out to help achieve your financial goals. I hope you choose to place your confidence in me as your trusted partner.
I received an undergraduate degree from the University of Dayton along with a master’s in business (MBA) from the University of Missouri at St. Louis. I maintain my securities licenses Series 7,8,63 & 65.
I am also a Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning.
I live in Clayton with my wife Peggy and our corgi Darcy. We have two adult children, Chelsea and Connor who graduated from Clayton High School and now work in the Chicago and St. Louis area.
I never miss a chance to go hike the Lewis and Clark Trail or play a round of golf in Forest Park.
firstname.lastname@example.org | 314-721-0800
Karen Hyde is the Controller at Hawthorne Financial. She has worked for Hawthorne since 2007. Before coming on board here, Karen was the Treasurer of a local Auto Leasing Company since 1985.
email@example.com | 314-390-0863
Abby Clayton joined Hawthorne Financial in 2018 as our Director of Client Services. She previously worked in the back office of a broker dealer and brings over 12 years of experience in the financial industry. She understands the importance of securities transactions and is eager to help our clients.
When not working Abby enjoys spending time with her husband and three kids. She also likes being outside and cooking.
Ashleigh Foley serves as the Director of Client Services for Jay Fox in our Chesterfield, Missouri office. She works closely with clients by processing paperwork and service requests in addition to executing on growth initiatives.
To Ashleigh, working in the financial services industry means helping clients navigate through financial planning with strategies to achieve their goals. She enjoys enhancing their lives with an efficient and streamlined client experience.
Ashleigh graduated with a bachelor’s degree from Lindenwood University and currently lives in Lake St. Louis, Missouri. Outside the office, she enjoys spending time with friends and family, traveling, and walking her dogs at local parks.