A Welcome and a Farewell…

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Company Updates

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 welcome Sher we also bid farewell to our dear Sue who will officially retire on September 15th.  Over the past 5 ½ years Sue Matth has done an incredible job as an integral part of Hillspring Financial. As our receptionist, organizer, and all around can–do-anything team member we will miss her dearly.  We congratulate Sue on her new adventure as a retiree and thank her for the great work she has done.

We look forward to a smooth transition as Sue passes her responsibilities in the role of Office Assistant to Sher over the next two weeks.


Max W. Smith, CFP®, CIMA®
Kent G. Forsey, CFP®