Our Team
Tony Hayden
Financial Advisor, RJFS
Licensed Insurance Agent, K&A
For over 25 years I have served individuals, families, business owners and non-profits. I like to create plans that work (versus those that do not). I am naturally a technical person and see economic models almost in 3D. I can plan and create them to match various scenarios depending on client needs. I am very close to my clients and have served many to their life’s end. I have a loving wife, Carol, and two wonderful daughters, Greta and Anna. I strive to be a good example for them. I love what I do. Most people simply want plans that work according to their definitions and needs, have confidence, and on the tough days and times, for me to be there when needed.
A strong theme you will see over again, is my passion for working within the construct of Charitable Planning. It is how I am wired. I have cultivated unique technical skills and talents in charitable giving, and I am a co-founder of the Abundance Alliance & Lakeview Conservation Alliance, Inc.
Teamwork Knows No Boundaries
Meet Our Team
Bettie Zimmerman AIF®, CPFA™
Insurance Agent, K&A
Team Role: Team Co-Advisor. Prior to becoming an advisor, Bettie was a Retirement Plan Administrator for Keating & Associates. Now, as an advisor, Bettie provides a high level of skills and knowledge regarding retirement plans and financial planning. Additionally, Bettie is the team’s financial planning software specialist.
Jazmine Winter
Client Service Manager
Team Role: Client Service Manager. Jazmine offers a strategic and innovative approach to cultivating client relationships and enhancing the client experience. Her role is essential in providing prompt and effective solutions, aiming to exceed client expectations. Jazmine is also dedicated to fostering a collaborative and productive team environment, guiding team members to achieve their best.
Matt Munoz
Financial Services Assistant, RJFS, Due Diligence Administrator, KA
Team Role: Client Financial Plan Modeling. When it comes to financial planning and modeling, Matt is your guy. He is a key player when it comes to building out our clients’ financial plans, modeling out scenarios, and assisting in researching opportunities. When situations arise and require a clients plan to change, Matt helps adjust the plan and models. As situations or goals change, he makes sure the plan reflects those updates.
Ally Akdamar
Administrative and Communication Coordinator
Team Role: Scheduling Coordinator. When it comes to client care, Ally’s role is vital. Whenever an appointment needs to be scheduled, Ally helps coordinate to ensure the meeting happens smoothly. She keeps the calendars updated, ensures client reviews are scheduled and follows up with clients.
Josh Hill, CFP®, CPFA™
Financial Advisor, RJFS
Team Role: Team Co-Advisor. With his passion for helping clients achieve their financial goals, Josh brings expert guidance and advice on a wide range of financial matters. Josh’s expertise includes 401k administration, life insurance analysis and implementation, and personal financial planning. Josh is committed to building strong relationships with our clients and providing personalized advice and support to help our clients achieve financial success. See CFP® disclosure below.