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 …
Welcoming Catherine Blair To The Hillspring Family!
We are very pleased to welcome Catherine Blair to our office as the Client Relations Manager. Catherine comes to us highly recommended and with extensive experience working in our industry, most recently as the Executive Assistant to the Branch Manager for a financial firm in Scottsdale. Catherine is a delightful person to be around and you will find her a …