WEALTH MANAGEMENT BLOG ARCHIVES

Join the Conversation

Stephen J. Taddie, CBE®, CFM

Stephen J. Taddie, CBE®, CFM

Steve Taddie was the co-founder and Managing Partner of Stellar Capital Management which merged with HoyleCohen in 2020. Steve has over 30 years of professional experience in the investment field, specializing in establishing economic outlook and forecasting and...
Vanessa Wieliczko, CFA, CAIA, CFP®

Vanessa Wieliczko, CFA, CAIA, CFP®

Vanessa served as Chief Investment Officer for HoyleCohen until September 2024 when the firm merged with The Colony Group and other Focus Firms. At that time, she took on the role of Senior Portfolio Strategist. Vanessa continues to lead the firm’s Investment...
Ty Summerlin, CFP®

Ty Summerlin, CFP®

Ty Summerlin is a Senior Wealth Advisor at HoyleCohen. Driven by pure energy, Ty advises sophisticated clients with complex financial needs, including Biotech CEOs, private equity partners, and successful entrepreneurs. Ty has extensive expertise in the interplay...
Rachel M. Luken, CFP®

Rachel M. Luken, CFP®

Rachel M. Luken is a Senior Wealth Advisor and Partner of HoyleCohen. Rachel has over twenty-five years of experience in financial services. Her core work involves advocating for clients on their day‐to‐day planning and investment needs. She adopts a holistic planning...
Heather England, JD, IACCP®

Heather England, JD, IACCP®

Heather served as Chief Operations Officer and Chief Compliance Officer for HoyleCohen until September 2024 when the firm merged with The Colony Group and other Focus Firms. At that time, she took on the role of Director of Advisory Team Leadership, working closely...

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

Pin It on Pinterest