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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Charlie is Managing Partner in Hirling Financial Group. He is an Investment Advisor Representative with Cambridge Investment Research. As a CPA is also is an employee associate with Duplantier, Hrapmann, Hogan and Maher LLC, CPAs.

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Brad is a Partner in Hirling Financial Group and has been in the financial services business for 3 years. He is a Registered Representative with Cambridge Investment Research.

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Stephanie Ruello

Executive Assistant / Client Relations Director

504-885-0525

504-885-0524

Stephanie joined the firm in the fall of 2007 after 27 years in the commercial real estate industry. With five years experience as our Administrative Assistant she worked her way up to become our Client Relations Manager working...

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