Mha Financial Corp

Charles Hoilman is a financial advisor with MHA Financial Corp, holding Series 63 and Series 65 credentials and over 54 years of industry experience. He has been affiliated with MHA Financial Corp since 1977 and currently also works with Four Points Capital Partners LLC, New Frontier Partners LLC, and M&A Counselors and Fiduciaries LLC. Outside of his advisory roles, he is an attorney at M&A Counselors and Fiduciaries LLC and is involved in real estate investment management through New Frontier Partners LLC. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a core-and-satellite investment approach combining passive index/ETF exposures with active management and operates multiple affiliated entities under common ownership.

Kurt Fetter is a financial advisor with MHA Financial Corp in Williamsville, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at MHA Financial Corp since 2019 and has prior experience with Bank of America and Merrill Lynch. Fetter is the founder of Zenith Capital, which connects buyers and sellers of businesses, raises capital, and manages client assets. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm uses a strategic asset allocation approach incorporating passive index and ETF core positions with active satellite managers and routinely implements discretionary programs through third-party platforms and sub-advisors.

Jordan Pence is a CFP® professional with nine years of industry experience, currently serving as an advisor at MHA Financial Corp. He has held roles at several firms, including Advisors Resource and BFC Planning. Outside of his advisory work, Pence is involved in managing fixed insurance products through ARC Insurance Agency and serves as managing partner overseeing operations at Wealth Concepts Inc, a fixed insurance business. MHA Financial Corp provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index/ETF exposures with active management, and offers both discretionary and non-discretionary investment services.

Neil Vonfeldt is a financial advisor at MHA Financial Corp with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at MHA Financial Corp since 2004, as well as at Four Points Capital Partners LLC since 2019. Outside of his advisory role, he is involved with Dynamic Advisors Inc., where he works with health and Medicare insurance products and also serves as a public claims adjuster. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a core-and-satellite investment approach using passive index/ETF exposures combined with active management and implements client strategies through both direct advice and third-party money managers.

Jeffrey Tooke is a financial advisor at MHA Financial Corp with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Niagara International Capital Limited and Four Points Capital Partners. Outside of finance, he serves as a board member and treasurer for the Center for Glass & Light and is in formation for ordination to the Episcopalian priesthood. MHA Financial Corp provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a core-and-satellite investment approach combining passive index exposures with active management and utilizes multiple business affiliations and platforms to deliver advisory and brokerage services.