Hillary serves as Chief Investment Officer and serves clients from our State College, PA office. Hillary graduated magna cum laude from Bucknell University with a Bachelor of Arts degree in economics, earned the Chartered Financial Analyst® designation in 2009 and the Certified Kingdom Advisor® designation in 2018. Shortly after graduating from college, she was deeply impacted through studying what God’s Word says about handling money and saw the need to take the message of stewardship, financial literacy and responsible investing to others. Hillary has co-led numerous small group studies focused on biblical financial principles and most recently was the co-founder of a firm focused on biblically responsible investing (BRI).
Prior to joining Beacon Wealth Consultants, Inc. and co-founding a BRI firm, she served as Chief Investment Officer at a federally Registered Investment Advisor with over $1 billion in assets under management. In this capacity, she was responsible for oversight of all aspects of the firm’s investment activities including review of capital market expectations, manager selection, and strategic and tactical portfolio construction. She conducted fundamental and technical analysis on a wide variety of investments including mutual funds, stocks, exchange traded products and individual bonds, and provided high-quality strategic advice, research, and analysis to over 80 financial advisers and their client base through conference calls and seminars. In addition, she has served as a portfolio manager covering the construction of faith-based and socially responsible investment portfolios, taxable and municipal bond ladders and managed client accounts at another nationally-recognized firm. These skills, coupled with her passion for biblically responsible investing, have equipped her for her present role of leading the investment strategies of Beacon Wealth Consultants and giving investors a louder voice in the marketplace as they align their investments with their values.