Advisors at this firm
Brett B
CFP®, Series 63, Series 65
Grand Rapids, MI
Hungerford Financial LLC
Brett Bauman is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Hungerford Financial LLC in Grand Rapids, MI. His prior experience includes roles at The Vanguard Group and Waddell and Reed Financial Advisors. Hungerford Financial serves individuals, including high-net-worth clients, charities, and pension and profit-sharing plans, offering portfolio management, comprehensive financial planning, retirement plan consulting, and third-party adviser recommendations. The firm uses a strategic asset allocation approach with tactical adjustments focused on value, safety, quality, and risk control, supported by artificial intelligence and data-analytic tools while maintaining human oversight.
Thomas P
Series 63, Series 65
Grand Rapids, MI
Hungerford Financial LLC
Thomas Price is a financial advisor with Hungerford Financial LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held leadership roles at several firms, including HANC Wealth Management LLC and Genesis Financial, the latter of which he owns as a personal tax preparation entity. Outside of advisory work, he owns an independent insurance agency specializing in life, health, and other non-variable insurance products. Hungerford Financial serves individuals, charities, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm employs a risk-focused investment approach that combines strategic asset allocation with tactical adjustments and integrates artificial intelligence and data analytics to support research and risk monitoring, while maintaining advisor oversight.
Connor P
Series 66
Grand Rapids, MI
Hungerford Financial LLC
Connor Price is a financial advisor with Hungerford Financial LLC in Grand Rapids, MI, holding a Series 66 designation and five years of industry experience. He has worked with United Planners Financial Services of America and Hungerford Financial since 2017. Outside of advisory roles, Price owns Red Elk Tax Services, a tax preparation and accounting business. Hungerford Financial serves individuals, charities, and pension and profit-sharing plans by providing portfolio management, written financial planning, and retirement plan consulting. The firm uses a strategic asset allocation approach with tactical adjustments, emphasizing value, safety, quality, and risk control, and incorporates artificial intelligence and data analytics to support decision-making.
Aaron S
CFP®, Series 66
Grand Rapids, MI
Hungerford Financial LLC
Aaron Sal is a CFP® with four years of industry experience, currently serving as a wealth advisor at Hungerford Financial LLC in Grand Rapids, MI. He has been a shareholder at Hungerford Nichols CPA’s + Advisors since 2002 and serves on the board of the Byron Center Christian Schools Foundation. Hungerford Financial serves individuals, charities, and pension and profit-sharing plans, offering portfolio management, written financial planning, and retirement plan consulting. The firm emphasizes strategic asset allocation combined with tactical adjustments, focusing on value, safety, quality, and risk control, and integrates artificial intelligence and data-analytic tools to support its research and portfolio management.
Nathaniel B
Series 66
Grand Rapids, MI
Hungerford Financial LLC
Nathaniel Bryers is a financial advisor at Hungerford Financial LLC in Grand Rapids, MI, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Morgan Stanley, United Planners Financial Services, and various positions outside the financial industry. Hungerford Financial serves individuals, charities, and retirement plans by providing portfolio management, financial planning, and retirement consulting. The firm emphasizes strategic asset allocation with tactical adjustments focused on value, safety, quality, and risk control, utilizing artificial intelligence and data analytics to support its advisory process.