Dear Clients, As many of you are aware, Charles Schwab acquired TD Ameritrade Institutional in November 2019. Over the last 3+years, the two companies have been behind the scenes in preparation for a full client transition scheduled to be completed over the 2023 Labor Day Weekend. Please rest assured that this transition will have no impact on Hillspring Financial, Inc.’s …
Changes at Hillspring Financial, Inc.
Here at Hillspring Financial, Inc. we think of our clients and staff as part of our extended family. With this in mind we ask you to join us in wishing a bittersweet farewell to Office Assistant, Sher Burckhalter. After 5 ½ years with our firm she has decided to transition into a well-earned retirement. We will miss her bubbly personality …
Congratulations, Max!
December 2017 Join us extending our heartfelt congratulations to Max Smith on his recent decision to retire! Max has been a part of Hillspring Financial as the original founder in 1993. Those of us here at Hillspring wish to express our sincere appreciation and gratitude for his legacy of integrity and the culture of client service that he helped create right …
Spotlight on Sher
Many of you have had the opportunity to speak with our Office Assistant, Sher Burckhalter, over the past two months since she joined Hillspring Financial. We couldn’t be happier to have her as part of our team and are pleased to announce the update to the “Who We Are” section of our website offering a bit of background on our …
A Welcome and a Farewell…
It is truly a pleasure to introduce you to Sher Burckhalter, the newest member of Hillspring Financial, Inc. Sher is highly-qualified for her new position as Office Assistant with a strong background in banking, customer service and sales. Her professional experience partnered with her positive energy and affability make Sher an ideal fit for the Hillspring Financial family. As we …