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2023 Transition Letter - 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 management of your accounts.  Your accounts will be assigned a new account number (you should have received a key information packet from Charles Schwab this month with that information) and online account access will be through Charles Schwab Alliance beginning… ...
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 and exceptional work ethic. Thankfully, with every change comes opportunity and we are excited to welcome Ginger Szoradi as our new Office Assistant.  Hailing from Michigan, Ginger is a long time Arizona resident with a strong background in office administration.… ...
Welcome Alan Cox to Hillspring Financial, Inc. - Hillspring Financial, Inc. is proud to announce that Alan Cox will be joining our firm as an Investment Advisor Representative. We are excited for the greater level of service we will be able to offer our clients with a second advisor in office and could not imagine a greater fit. Alan has been in the financial service industry since 2008 and brings a strong level of experience in portfolio management along with a great knowledge of 401k’s and retirement needs solutions. With an undergraduate degree from Washington State University and a Master of Business Administration from the University of Phoenix,… ...