We are an independent firm without the restrictions of a major corporation. We place our client's best interests before our own, offering meaningful advice through in-depth planning. Our hope is to help our clients live their financial lives in harmony with what they value most.
Thomas is one of the original principals of Hungerford Financial, LLC which was started in 2009. He has been in the Financial Planning field for over 25 years. He received his bachelor degree in Finance from Ferris State University in 1988 and his MBA from Western Michigan University in 1991. Thomas has the following designations that provide him with the education and knowledge related to Financial Planning:
Certified Wealth Strategist® (CWS®) – July 2007
To obtain the CWS® certification, one must go through a comprehensive blended approach to learning. The program education and designations are administered by Cannon Financial Institute, in which the CWS® Board of Standards awards to individuals who successfully complete initial and ongoing certifications requirements.
Certified Retirement Counselor® (CRC®) – May 2009
The CRC® certification is obtained through an independent study program that covers Fundamentals of Retirement Planning, Fundamentals of Investments, Fundamentals of Retirement Plan Design and Fundamentals of Retirement Income Planning. The International Foundation for Retirement Education administrates the designation and is certified by Texas Tech University.
Accredited Investment Fiduciary Analyst™ (AIFA®) - December 2011
The AIFA designation certifies that the recipient has advanced knowledge of fiduciary standards of care, their application to the investment management process, and procedures for assessing conformance by third parties to fiduciary standards. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company).
As a Financial Planner, Thomas covers a broad range of topics and planning issues. He utilizes a very disciplined and holistic approach to the planning process. Some of the key comprehensive issues that are addressed is Investment Management, Risk Management, Reviewing Banking and Credit management, Retirement Planning, Estate Planning, and Philanthropic strategies.
Thomas is married and has three children. He enjoys playing basketball, golf, and tennis. He has taught at Davenport University in the Finance Department. His specialty classes of teaching are the six core courses needed to sit for Certified Financial Planning designation (CFP).
Connor joined the team at Hungerford Financial in 2020. He brings with him corporate finance and small business accounting experience. He earned his Bachelor’s Degree in Finance, with an emphasis on Financial Planning, from Davenport University. Currently, Connor is working towards a CFA (Certified Financial Analyst) designation and is a level 2 candidate.
As the Portfolio Manager, Connor is responsible for investment management and portfolio construction for clients. This entails managing economic and investment policies for the firm based on ever changing market conditions.
Connor enjoys spending time with his wife, family, and friends and can often be found golfing when the weather is nice.
Brett joined Hungerford Financial in 2022. He has been in financial services since 2016 and was a licensed Financial Advisor and Registered Representative with The Vanguard Group for 5 years. He has his series 7, 63 and 65, and is currently working on a CFP® designation. He received his Bachelor’s of Business Administration in Personal Financial Planning from Western Michigan University.
As a Financial Planner, Brett covers a broad range of topics and planning issues. He utilizes a disciplined and holistic approach to the planning process. Some of the key comprehensive issues he addresses are investment management, risk management, review banking and credit management, retirement planning, estate planning, and philanthropic strategies.
Brett recently married in August 2022 and lives on Gun Lake in Shelbyville, MI. He enjoys cooking, water sports and winter sports. His mission is to have a positive impact on people's lives by helping them through their financial needs and goals.
Aaron joined the team at Hungerford Financial, LLC in 2022. He has been in the professional services industry for 20 years. He received his Bachelor of Science in Accounting from Grand Valley State University in 2002 and his Master of Science in Accounting from Grand Valley State University in 2003. Aaron is also a shareholder of Hungerford Nichols CPA’s + Advisors and has worked as a Certified Public Accountant since 2004. Aaron received his CERTIFIED FINANCIAL PLANNER™ certification in 2022.
As a Financial Planner, Aaron utilizes his background in budgeting, cashflow analysis, financial reporting, tax planning, succession planning, and estate planning to provide comprehensive client service.
Aaron is married and has three children. He enjoys golf, hiking, biking, and outdoor activities.
Lynette joined Hungerford Financial in 2019. She brings with her a plethora of administrative knowledge. Outside of her administrative duties, she is also involved in marketing and compliance for Hungerford Financial.
She has great love for the outdoors (with the exception of mosquitoes), hiking, her family, and animals.
Kenzie joined the team at Hungerford Financial in 2023. She brings with her a varied and rich background in customer service and management. Kenzie earned her Bachelor’s Degree in Business Administration with a focus in marketing from Wayne State University in 2016. Since graduating, she has gained experience in both brand marketing and graphic design. Kenzie is also certified as an Associate Professional in Human Resources and holds her Michigan License for Life, Accident, and Health Insurance.
In her free time, she enjoys running, boating, and baking. Kenzie can often be found walking her dog, Ruth, or spending time with friends and family.
