Who We Are
As a trusted Financial Planner with over 35 years providing expert personal guidance and advice that helps his clients build and ensure their financial futures, Stephen is dedicated to serving his clients at the highest levels of service and transparency.
Michael P. Pallozzi
For over 25 years, Michael has steadily educated and guided clients with their investments and financial plans. His expertise in financial management is wide and varied and he shares his vast financial knowledge with the national Junior Achievement program.
Jason F. Gabrieli
A graduate of the University Of Maryland’s Robert H. Smith School of Business, Jason helps clients realize the truly important things in their lives and how to protect them. He educates our clients clearly, without the industry jargon or media spin.
With the HFM Delaware Office for over 20 years, Joy is the “Institutional” memory of HFM. Her concise knowledge of where everything is, how to find it, and how it works, makes her invaluable. The way that she works with clients makes her legendary.
Kristine A. Robinson
Kristine creates and maintains the integrity of HFM’s brand image and client experience, developing and leading HFM Family events, educational workshops, client appreciation events, public relations, charitable endeavors, and community outreach programs.
With over 20 years of customer service experience and client relations skills, Roxanne handles the complexity of all back office administration, also answering questions about investment account, insurance policy, address or beneficiaries changes.
Never just account numbers
Our clients are never database entries, but families and individuals that we have known and served for decades. We are personally involved in their lives as they are in ours.
We are your guide to managing your family’s or company’s financial plan for the long-term. Focusing on the intersection of the things that matter to you and the things you can control, we align your family values with your capital and, if appropriate provide, you with a financial and action plan to follow.