HCM is a team of dedicated, friendly people who provide comprehensive retirement planning advice to help our clients enjoy happy and financially successful lives.
Maybe we haven’t met yet, but we’re optimistic. Take your time learning more about what we do and who we are. If you like what you see, give us a call. We would be honored to have the opportunity to speak with you.
Laura joined HCM Wealth Advisors in 2014 after working in the financial industry for over 13 years. She has a Bachelor's Degree in Finance from Northern Kentucky University, and an MBA from Thomas More College.
She and her husband, Chris, have two daughters. She enjoys spending time with her family and loves the outdoors, including attending Cincinnati Reds and Bengals games in her free time.
Nathan joined the HCM team in September 2024. He graduated with a bachelor’s degree in business administration from DeVry University in 2009. Previously, he was a Customer Relationship Advocate with Fidelity.
Nathan grew up in Ohio in a small town outside of Wilmington. He is a big movie buff, going to the movie theater most weeks with his girlfriend. They also enjoy going to local festivals and pop culture conventions. He currently resides in Park Hills, Kentucky.
As the newest member of our team, joining in October of 2020, Christy is HCM’s staff accountant, responsible for many bookkeeping and accounting tasks. She has her Associate's Degree in Accounting and has extensive experience with accounting and office administrative responsibilities. Christy has a keen attention to detail and sense of accuracy.
She’s an avid Bengals and FC Cincinnati fan and loves anything Disney. We think she and her husband Kyle will be spoiling their 3 grandchildren with many trips to Disney.
Casey is a retirement and financial professional, who serves as a wealth advisor and the vice president of HCM Wealth Advisors.
As a Cincinnati financial planner with over 25 years’ experience, he works with our clients to understand their unique financial situations. He helps to keep them on the right path by combining investment and tax strategies with a financial plan designed to preserve what they have, while providing the income they need and leaving something behind for their family or favorite charity.
The advisors at HCM Wealth Advisors have been sought for insight and thought leadership in financial planning and investment strategy. Casey had a morning radio spot on 700 WLW, where he offered his advice regarding these matters for almost a decade.
Casey recently became an “empty nester” with two adult sons. In his spare time, he enjoys playing golf, hiking, paddle boarding, and attending Cincinnati sporting events.
“Live simply, love generously, care deeply, speak kindly, leave the rest to God.” -Ronald Reagan-
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Jake became a member of HCM Wealth Advisors in 2010. He earned a Bachelor’s Degree in Finance and International Business Minor from the University of Cincinnati. Jake is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the HCM Technology Committee. He became President of HCM in January 2023.
He enjoys spending time with his wife, Katy, daughter, Milly, and son, Graham. Some of his hobbies include, playing basketball, golf, tennis, trying new restaurants and cheering on the UC Bearcats.
"I’ve missed more than 9,000 shots in my career. I’ve lost almost 300 games. 26 times, I’ve been trusted to take the winning shot and missed. I’ve failed over and over and over again in my life. And that is why I succeed.” -Michael Jordan-
Joel has been with our tax team since 2007 and has over 18 years of accounting and tax experience. Joel holds an Associates Degree in Accounting from Cincinnati State. Joel is responsible for accounting, business tax returns, and individual tax returns.
When not in the office, Joel enjoys collecting horror movie memorabilia, attending concerts, and fantasy football. He is a big fan of the Bengals, Reds, Bearcats, and the Pittsburgh Penguins.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Advisor with almost a decade of planning experience. He joined the HCM team in the Spring of 2019 after previously working as an Advisor for Fidelity Investments.
Matt works with numerous clients to develop retirement plans that meet their goals and needs. He prides himself on his listening skills to meet client expectations and provide the highest quality service.
Outside of his career, Matt enjoys playing guitar, working out, and following his favorite sports teams: Cincinnati Bengals, FC Cincinnati, and Georgia Bulldogs.
Mark started at HG in October of 1999, managing billing & due date software while he continued working as an itinerant music teacher/performer. In July of 2007, Mark began full-time at HG as Administrative Assistant. Mark holds a Bachelor of Music in Music Education from College-Conservatory of Music (CCM) at University of Cincinnati, 1978.
Away from the office, Mark performs regularly (when there’s no quarantine) around Cincinnati on saxophone, clarinet, and flute.
Jim Eutsler has been with HCM Wealth Advisors since 2015 after 15+ years of work experience at P&G. He can help you navigate the waters of your P&G retirement plan and answer any questions you may have when it comes to financial or tax planning.
He joined HCM to take a new direction with his career, one to help people understand the importance of financial and retirement planning. With his intimate familiarity of P&G’s retirement benefits, keen analytical skills, tax knowledge and love for investing, he helps clients build a plan to protect and transfer wealth.
His past assignments at P&G have given him first-hand knowledge of the unique compensation and retirement benefits that the company provides its employees. He spent years as the lead accountant on stock-based compensation and the annual proxy statement, and has direct knowledge about the financial aspects of the compensation, bonus, and retirement plans that are distinctive to P&G.
Jim and his wife Karen, a marketing and sales professor at Xavier University, live in Colerain with their two children Nicole and Chris and their dog, Jax. Jim enjoys any sport with a ball, but particularly softball, baseball, pickleball, billiards, and table tennis. Jim also has a first-degree black belt in Kung-Fu. He enjoys reading and stays on top of his career by making personal finance and investing his hobbies.
"Fall seven times, stand up eight."-Ancient Proverb-
Karen Eutsler joined HCM in 2023. She works with the marketing and operations teams on client events and producing HCM’s many publications. Karen firmly believes she has the best job at the firm because her role focuses on having fun with clients and colleagues, facilitating learning, and making things beautiful.
Outside of the office, Karen and her husband Jim, a Wealth Advisor at HCM, spend their time cheering on their two high school-aged children’s athletic and academic pursuits. She actively volunteers with Cincinnati Animal CARE and teaches marketing at Xavier University.
Maureen joined HCM Wealth Advisors in November of 2019, after being an independent sales rep for 17 years and working part time in the financial industry. She has a Master’s in Education from Xavier University. Maureen supports the HCM Team as a paraplanner, working to prepare financial analysis and tax strategies for your portfolio. She also spearheads the ESAP Foundation’s charitable giving and works with the Marketing Team.
Maureen and her daughter Jade live on the West side of Cincinnati. She loves the outdoors and enjoys hiking, watching football, and hanging out with friends.
Stacy has over 15 years of tax and accounting experience and is an Enrolled Agent. She focuses on preparation of individual and business tax returns. Stacy was raised in a small business household, so has a special fondness for those types of clients. She really enjoys seeing them grow. She is an avid reader and in the summer you can find her on a lake or traveling around to car shows with her husband Rob and son Alex. Stacy joined our HCM Team in October of 2024.
Kacidee started with HCM as our Front Desk Receptionist, hired in April of 2020, during our “working remote” period. She is a graduate from the University of Cincinnati with a bachelor's degree in marketing and continues as part of our Client Services Team, but now in our Operations division. Kacidee and her husband Jacob love to travel and enjoy skiing, camping, and taking their two dogs on long walks. She is a big fan of the Cincinnati Bengals and enjoys attending and watching games during the football season.
Dave has over 40 years of experience working in public accounting. Dave has extensive experience working with individuals in tax compliance and planning. He also assists with preparation and review of federal, state, and local tax returns for various business entities. Dave holds a Bachelor of Arts Degree in Accounting and an Associate in Arts Degree in Business Administration from Thomas More College. Dave is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
Outside of the office, Dave enjoys playing softball and golf, as well as attending various sporting events. He also spends time with his three grandsons.
We welcomed Jackie as our Front Desk Receptionist in September of 2022. She comes to us with 40 years of customer service, and it shows, as she is absolutely wonderful to our clients! She grew up as a military brat, spending 5 years in Germany. She married her high school sweetheart and now has 3 daughters and 3 grandchildren. She loves to take girl trips and visit family in Michigan. Her favorite word is Blessed.
Stephanie Harper joined the HCM team as a Client Services Representative in September of 2024. Graduating with a Bachelor of Finance in 2018 from NKU, she comes to us from a registered investment advisor, and is a notary public in Kentucky.
She lives with her husband, Richard, three kids, Amelia, Everet, and Lucas, and two dogs. When she’s not at work, you can find her tailgating at Bengals games, getting outside with the family, and trying new restaurants.
Kevin joined HCM Wealth Advisors as the Marketing Director in December 2017. Before that, he lived in Arizona for seven years: two years working in consumer electronics, one year getting a Master's Degree in Solar Energy, and four years working as a low-income utility ratepayer advocate. He has a Master of Public Administration, a Master's degree in Solar Energy Engineering and Commercialization, and a Bachelor's Degree in Computer Engineering.
Kevin currently lives in Hyde Park. In his spare time he enjoys volunteering, hiking, and watching movies.
A veteran of the company, Mary Anne has been with HCM Wealth Advisors for over 20 years. She has an undergraduate degree from Northwestern University and an MBA from Xavier University.
Mary Anne's responsibilities at HCM include: client services, introducing new technology and systems, and compliance.
She participates in various fundraising and volunteer activities including the Catholic Grade School ESAP Financial Aid program. Her hobbies include walking, bike riding, travelling, and knitting. She also enjoys visiting and spending time with her two sons.
Mike Hengehold is Founder and CEO of HCM Wealth Advisors, a Registered Investment Advisory Firm with the single goal of helping its clients reach financial independence.
Mike holds the Personal Financial Planning Specialist designation from the American Institute of Certified Public Accountants and has more than 30 years of investment, tax and financial planning experience. He holds a Master’s Degree in Taxation from DePaul University and a Bachelor’s Degree in Accounting from Thomas More College. He's a member of the American Institute of CPAs personal financial planning division. In 2015, he earned the Retirement Income Certified Professional® (RICP®) designation from The American College. The RICP® educational curriculum is the most complete and comprehensive program available to professional financial advisors desiring to help their clients create sustainable retirement income plans.
He has written articles for a variety of professional journals, as well as, been quoted in the Wall Street Journal, Investor's Business Daily and BusinessWeek. Always striving to help others and go the extra mile, Mike was recently recognized by Barron’s as one of the nation’s top 400 independent financial advisors. In addition, Mike has been recognized as a Five Star Wealth Manager for multiple years. Committed to his community, he serves as an advisor for the Educational Scholarship Assistance Program (ESAP), a Cincinnati Catholic education fund that helps provide tuition assistance for families with financial need.
Mike and his wife Mary Anne live in Northern Kentucky. They have two sons who are working and pursuing their dreams. In his free time, he enjoys sailing, playing the guitar, homebrewing and the Cincinnati Bengals.
As a Wealth Advisor and Partner of HCM Wealth Advisors, Steve enjoys taking the vision of his clients’ financial future and breaking it down into the small jobs that will get the job done in a manageable way. He is inspired by the big achievements that HCM clients have already accomplished and knows the importance of continuing to work towards other ones.
He believes that being a CERTIFIED FINANCIAL PLANNER™ is less about planning, and more about action. He is dedicated to helping people understand their necessary commitments and moving them towards their goals. He loves helping clients to focus on their passions.
When not at work, Steve enjoys playing guitar, reading, deferring taxes, compounding investment returns, fishing and SCUBA diving.
“We get to work with some really inspiring clients who have had successful careers and raised wonderful families. At HCM, our strength is financial planning. We use this strength to simplify our clients lives and help them spend as much time as possible developing their own strengths, whether it’s their career, pursuing a hobby, or having more experiences with their kids and grandkids."
Doug is the senior investment strategist in the investment and research department. With 15 years of investment management experience, Doug has a deep understanding of markets and portfolio management. He understands the importance of having a well-defined investment process and removing the behavioral biases that can lower an investor’s return over time.
Doug guides the investment committee in developing and implementing HCM’s investment strategies.
Doug and his wife Cindy live in West Chester with their two sons. In his free time, Doug enjoys family time, golf, playing and watching hockey and travel.
"The four most dangerous words in investing: 'this time it's different.'" -Sir John Templeton-
Greg is a wealth advisor and partner at HCM Wealth Advisors. He helps individuals and families achieve a brighter future by creating financial plans that combine retirement goals and college planning. He talks with a lot of people who do not have a plan and helps them to create one.
When working with clients, he knows how important it is to to develop the relationship and build trust. He wants to build a financial plan to fit you and your family’s needs, now and into the future. He knows the importance of being thoughtful, resourceful and above all, a great listener. Planning is a team effort and involves using the knowledge, technology, and wisdom to achieve financial success for clients and their families.
Greg and his wife Jaime live in Wilder, KY, where he is the proud father to Bella, Lilly, Max, Cameron, Henry and Duke. In his free time, Greg enjoys running, Xavier basketball, reading and having fun with the entire family.
"Enjoy the little things in life, because one day you will look back and realize they were the big things.” -Kurt Vonnegut-
Tim joined HCM in August 2022 to assist with accounting and financial responsibilities. He comes to us with over 30 years of experience in the manufacturing sector. Tim holds a bachelor’s degree in Accountancy from Thomas More College.
When not in the office, Tim and his wife Katrina spend their time travelling, cooking, cycling, and enjoying the outdoors. A favorite travel destination of theirs is Pensacola, Florida to visit their son Wes.
As an associate wealth advisor at HCM Wealth Advisors, Dan works with our investment research department to implement and execute various investment strategies for our clients. Dan has 9 years of industry experience with a focus on portfolio management and financial planning.
Since welcoming baby Kennedy to their family in March 2022, Dan and his wife Kelsey no longer have free time. But when they find some, they enjoy hiking with their two dogs, Hider and Tango. During the summer months, Dan likes to watch the Reds and hopes to get in some fishing or golf.
“Believe in yourselves. Dream. Try. Do Good.”-Mr. Feeny from the TV Show “Boy Meets World”-
Amy joined our team in 2022 as a Client Services Representative for our Tax Department. She graduated from NKU in December 2012 with her bachelor’s degree in Business Management with a focus on Accounting.
When not at the office, Amy enjoys attending FC Cincinnati matches, watching college football on Saturdays in the fall, running, reading, and spending time with her girls, Peyton (7), Clara (5), and Lucy (3).
Jan has been part of our tax team for over 10 years, and she brings to the team nearly 20 years experience in accounting. Prior to working at HG, Jan managed reinstatement and payoffs of mortgage loans in foreclosure. She holds her Bachelor’s degree in Accounting and Finance from the University of Cincinnati
Outside of work, Jan currently owns and operates a real estate property business with her husband. She loves spending time with her three sons and husband, who like to ski, play sports, and travel.
Ryan is a Cincinnati native who graduated from Xavier University with a B.S. and M.S. in Accounting. Shortly after graduation he earned his CPA designation. He has over 6 years of accounting experience, including 5 years at a mid-size local accounting firm where he worked on closely held businesses and individual tax returns.
In his free time he enjoys cooking, attending concerts, watching sporting events, traveling, and spending time with his wife, family, friends, and dog.
