A team in your corner
Specialists, not generalists
One solid team, one client roster. You’ll know all of us, and all of us will know you.
Nobody here is a middleman between you and the person who actually knows your plan.
In a large firm, your relationship is with a title. Here it’s with a group of people small enough to sit around one table and talk about your family by name. When you call, you reach someone who already knows the context.
Our partners carry the strategy. Our operations and planning team carries the follow-through — the paperwork, the deadlines, the hundred small things that determine whether a plan actually gets implemented.
Who we are
The people who make the plan actually happen
Greg Hill, CEPA®
Managing Partner
James Norton, CEPA®
Managing Partner
Laura Warta, CFP®, ChFC®
Wealth Manager
Bettie Zimmerman, AIF®, CPFA®
Financial Advisor
Josh Hill, CFP®
Founder of Hillside Wealth / CFP®
Tony Hayden
Financial Advisor
Taylor Slavens
Practice Manager
Sophie Simes
Director of Operations
Cooper Roth
Financial Planning Coordinator
Greg Hill, CEPA®
Managing Partner
· Certified Exit Planning Advisor
Greg is known for his calm, steady presence and his ability to take a decision that feels overwhelming and make it feel obvious. He is typically the first call clients make for life’s biggest moments — a sale, a diagnosis, an inheritance, a hard conversation with a family member.
He leads the firm’s business transition work, and as a CEPA® he has sat on both sides of the table often enough to know where deals go sideways. His clients tend to describe him the same way: unhurried, direct, and impossible to rattle.
James Norton, CEPA®
Managing Partner
· Certified Exit Planning Advisor
James believes true abundance is whole-life alignment, and he has a framework for it — the 4 F’s: Fitness, Food, Finance, and Fitting it together. It sounds simple until you try it. The same discipline that builds a healthy body builds a durable balance sheet.
He works with clients as a lifelong coach rather than a transaction partner, which means he will happily tell you when he thinks you’re wrong. Clients who want to be pushed — not just served — gravitate to him.