Our Team

With decades of cumulative experience in guiding clients towards their optimal financial life, HCR constitutes a team of established, collaborative financial veterans who prioritize your needs. We function as a comprehensive operation, encompassing both management and support structures. At HCR, every individual, from financial advisors to client service professionals, plays an integral role in shaping the client experience. Our dedication is unwavering: to safeguard your self-interest, cultivate your wealth, and provide the foundation for financial peace of mind. Rest assured, at HCR, your financial goals take center stage.

Greg Heller

Greg Heller, CFP
®

Founder & CEO

Steve Weinberger

Steve Weinberger, CFP
®

Partner & Senior Managing Director

Jordan Kahn

Jordan Kahn, CFA
®

Chief Investment Officer

Shawn Landis

Shawn Landis, CFP
®

Senior Financial Advisor

Alex Collins

Alex Collins, MBA, CEPA

Financial Advisor

Eric Pashapour

Eric Pashapour

Financial Advisor Associate

Matthew Heller

Matthew Heller

Associate Advisor

Hayley Nelson

Chief Compliance Officer

Lynda Furnari

Lynda Furnari

Director of Business Operations

Mikki Murty

Mikki Murty

Director of Client Operations

Debra Gottlieb

Debra Gottlieb

Office Manager & Senior Client Service Specialist

Kate Black

Kate Black

Client Service Specialist, Athlete Services

Cassandra Moselle

Cassandra Moselle

Executive Assistant

Mandy Miller

Mandy Miller

Receptionist

Dave Hindler

Dave Hindler

Senior Financial Advisor

Amberly Hindler

Amberly Hindler

Business Development Manager for Dave Hindler

Auset Tu-Morgan

Auset Tu-Morgan

Operations Manager for Dave Hindler