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.
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.
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.
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.
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.
Mr. Kolle has more than 25 years of investment management experience and has served as President and Portfolio Manager for Smithbridge since May of 1999. He managed the institutional investment group of a substantial regional bank/trust company. Mr. Kolle has experience in the investment banking industry and has also been a senior equity analyst. He graduated from the University of Delaware with a B.S. in Business Administration/Finance in 1985. He then attended Cornell University where in 1989 he received an M.B.A. in Finance. In 1992 he became a Chartered Financial Analyst.
Mr. Champness has over 45 years of experience in investment management. He has served as Smithbridge’s Managing Director since he first established the firm in January of 1997. Mr. Champness has managed the investment division of the trust department for a substantial regional bank, and founded and managed an investment subsidiary for the same bank. He has also held management level positions at two other investment advisory firms. He graduated from the University of Delaware with a B.A. in Economics.
Director Client Services
Joan Kavanagh has over 23 years of Securities Industry experience, and has been with Smithbridge for 13 years. Joan is a graduate of Mt. St. Mary’s University in Maryland with a double major in Business and Finance and Economics. She now manages client services and office administration.
Mr. Keane has over 15 years of financial industry experience. During that time period he has concentrated on helping families, business owners and civic organizations realize their financial goals. Shawn has been a Registered Investment Advisor since 2003 and earned his Certified Financial Planner (CFP) designation in 2006. Prior to joining Smithbridge, he was a senior member of a regional financial services firm.
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.