Director of Marketing
As the oldest son of the firm’s CEO, Hunter grew up watching his father make a difference in the lives of his clients by helping them to understand and achieve their goals. His favorite part of the job today is doing his part to create fun and memorable experiences for the clientele, whether it’s the annual Christmas party or fun videos that clients will receive from the team. He prides himself on his ability to treat clients to an unmatched experience and believes that the atmosphere created at Alloy Wealth can’t be replicated anywhere else.
Before working at Alloy Wealth, Hunter studied to earn his Bachelor of Business Administration (BBA) degree at Liberty University. He also worked as a camp counselor at Chop Point Camp and volunteered at the local humane shelter and Ridge Church, where he was always on time and ready to help with whatever was needed.
When not in the office, Hunter can be found playing with his two Siberian husky twins, Kora and Chaco. On weekends he attends car shows and takes frequent strolls outside at the local dog park.
When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.
The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.
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