Advisors at this firm
Austin V
Series 65
Centerbrook, CT
HT Partners LLC
Austin Van Winkle is a financial advisor at HT Partners LLC with seven years of industry experience. He holds a Series 65 credential and has been with HT Partners since 2018. Prior to his advisory career, he worked in education full-time for 16 years and also has experience managing a pizza business. Outside of his advisory role, he co-owns a property management company that handles tenant relations and maintenance. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm offers consolidated wealth management, portfolio management, financial planning, and multifamily-office services, emphasizing diversified asset allocation and coordinated fiduciary support.
Christopher K
Series 65
Centerbrook, CT
HT Partners LLC
Christopher Koehm is a financial advisor with HT Partners LLC in Centerbrook, CT, holding a Series 65 credential and 17 years of industry experience. He has worked at Essex Insurance Group LLC since 2008 and operates a CPA firm offering accounting and tax services. Koehm’s background also includes management responsibilities at Essex Insurance Group. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The five-advisor team manages approximately $503 million across about 113 client relationships, providing consolidated wealth management, portfolio management, financial planning, and multifamily-office services.
Jack W
Series 65
Centerbrook, CT
HT Partners LLC
Jack Wheeler is a financial advisor at HT Partners LLC with a Series 65 designation and four years of industry experience. Prior to joining HT Partners in 2021, he worked at InstaCart from 2020 to 2021. Outside of finance, his background includes roles in education and local government in East Lyme, CT. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm manages approximately $503 million across about 113 client relationships, offering comprehensive wealth management, portfolio management, and multifamily-office services with a focus on diversified asset allocation and fiduciary offerings.
Peter D
Series 63, Series 65
Centerbrook, CT
HT Partners LLC
Peter Decker is a financial advisor with HT Partners LLC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He is also the director and owner of Essex Insurance Group, Inc., an insurance agency based in Centerbrook, CT. Decker has been involved with HT Partners and related entities since 2008. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm manages approximately $503 million across 113 client relationships, providing wealth management, portfolio management, financial planning, and multifamily-office services with a focus on diversified asset allocation and expanded fiduciary offerings.
Devin B
CFP®, Series 66
Centerbrook, CT
HT Partners LLC
Devin Bourque is a CFP® with 12 years of industry experience and has been with HT Partners LLC since 2013. He serves as Director and Vice President of Essex Insurance Group, Inc., an independent insurance agency. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm provides wealth management, portfolio management, financial planning, and multifamily-office services, emphasizing diversified asset allocation and coordinating with third-party legal, tax, and family governance specialists.