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

Professional portrait of a man in a blue blazer with arms crossed.

Danny Smyth

Managing Director, East Coast

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

Financial Advisor

Professional woman smiling in business attire against a neutral background.

Hayley Nelson

Chief Compliance Officer

Lynda Furnari

Lynda Furnari

Chief Operations Officer

Jessica Dirks

Director of Client Operations

Debra Gottlieb

Debra Gottlieb

Office Manager & Senior Client Service Specialist

Brandon Bienenfeld

Senior Client Service Associate

Cassandra Moselle

Cassandra Moselle

Executive Assistant

Mandy Miller

Mandy Miller

Receptionist

Dave Hindler

Dave Hindler

Managing Director

Amberly Hindler

Business Development Manager for Dave Hindler

Auset Tu-Morgan

Auset Tu-Morgan

Operations Manager for Dave Hindler