Meet Hunter
Hunter’s mission is to help individuals, families and businesses discover the path toward the financial future of which they dream. As a CERTIFIED FINANCIAL PLANNER™, he uses a disciplined financial advisor process to help clients identify goals and analyze their current financial situation to create and implement a plan. Hunter proactively monitors his clients’ progress and helps them adjust as needed.
A Marine Corps veteran, Hunter is a graduate of Hawaii Pacific University where he earned a bachelor’s degree in General Business. He earned his Chartered Financial Consultant (ChFC®) designation in advanced financial planning from The American College of Financial Services. He also completed the CERTIFIED FINANCIAL PLANNER™ coursework through The American College of Financial Services and has been a CFP® since 2015. He holds Series 7 and 66 registrations since 2012 and Life/Health Insurance license since 2011.
Hunter currently resides in Potomac with his wife Morgan. Outside of the office, he enjoys skiing, golf, fishing and working out.
Qualifications
- 12 years financial industry experience
- 10 years with Equity Planning, Inc.
- BS in Business Administration General Business Hawaii Pacific University 2011
- Financial Planning Association
- The American College of Financial Services Millennial Advisor Award, 2017
