Principals

Tom founded HTG Investment Advisors Inc. in 1993. He serves as President and Chief Investment Officer of the firm. more
With over twenty years of experience providing advice, Robin has extensive knowledge of personal financial planning issues. Robin’s principal roles more
Jeanne co-founded HTG Investment Advisors Inc. in 1993. Jeanne serves as Secretary of the firm. She oversees the firm's client communications, more

Associates

With over 15 years at HTG, Barbara has an in-depth knowledge of HTG clients. As a senior advisor, Barbara is involved in the design and more
Valerie joined HTG in 2011 as a senior investment advisor. With over 25 years of experience in the financial services industry, Valerie uses her more
Lex joined HTG in 2014 as senior wealth advisor. With over 30 years of experience advising successful wealthy families at four of the major private more
Jennifer joined HTG in 2005. She helps clients make thoughtful and informed decisions on all aspects of their finances. Drawing on her recent CFP more
As a long time advisor, Sue brings a wealth of experience to the job of helping clients achieve their goals. Sue enjoys working directly with more
Kerry advises clients on portfolio mangement and financial planning. She helps clients create a picture of their financial goals and helps them more
Allison works with clients on account management and implementing investment portfolios. She is integrally involved in the firm’s marketing and more
Amy joined HTG in January of 2005. She is an important member of our support and operations staff and enjoys her interaction more
Susannah, HTG’s office manager, joined the firm in 2008. Her many duties include caring for the office machines, ordering supplies, answering more