we are
HFG

we are HFG

Your Financial
Partner For Life

Our mission is to be Your Financial Partner For Life.

This means that we strive to take care of all of your financial needs under one roof. Our team of experts work collaboratively to form a truly holistic counsel to ensure you receive sound advice, precise execution, and most importantly, world-class service.

At HFG, we firmly believe that it all begins with establishing a clear vision of your personal goals. With this purpose, we combine fiduciary advice and an entry-to-exit service to build a roadmap that guides you through every stage of your life.

Whether it is opening your first investment account or establishing a trust to preserve your legacy, we have you covered.

Picture of HFG Trust financial advisors in Kennewick, Washington

Locations

Berkeley, CA

Specializing in retirement and financial planning, Rick Prime, CFP®, serves as Financial Advisor in our Berkeley, California and Roseburg, Oregon locations. Rick has spent the last 20 years working first-hand with clients to help better plan their long-term financial visions.

He is joined by fellow Financial Advisor, Nicholas Hengl, and Jennie Prince (Client Services Consultant), offering our clients services in: Portfolio Management, Trust Services, Sustainable Investing, Same Sex Couples Planning, and Special Needs Planning.

Locations:

2936 Domingo Avenue, Suite 1, Berkeley, CA 94705

1490 NW Valley View Dr, Roseburg, OR 97471

Hours:

9 AM - 6 PM, Monday - Friday

Phone:

510.384.1009 (Berkeley, California)

541.673.5422 (Roseburg, Oregon)

 

Photo of Rick Prime, CFP, Financial Advisor in Berkeley, California and Roseburg, Oregon.

Rick Prime, CFP®, Financial Advisor

Nicholas Hengl CFP, is a financial advisor for HFG Trust Advisors, specializing in financial planning in the Berkeley, California and surrounding San Francisco area.

Nicholas Hengl, Financial Advisor

Jennie Prince, Client Services Consultant

Lake Oswego, OR

Our Alternative Investment services are offered primarily in our Lake, Oswego, Oregon location.

Lead by Managing Director of Alternative Investments, Morgan Smith, NMLS #12580, our Lake Oswego firm offers real estate financing opportunities as an additional investment option for clients who are looking to diversify and customize their financial portfolio.

Location:

4500 Kruse Way, Ste. 385, Lake Oswego, OR 97035

Hours:

9 AM - 6 PM, Monday - Friday

Phone:

503.348.8885

 

 

 

 

Photo of Morgan Smith, Managing Director of Alternative Investments for HFG Trust in Lake Oswego, Oregon.

Morgan Smith, Managing Director, Alternative Investments

Jonna Cyr, Underwriter

Photo of Carrie Lucas, Head of Operations for HFG Trust in Lake Oswego, Oregon.

Carrie Lucas, Head of Operations

Photo of Lixin Malmros, Controller at HFG Trust in Lake Oswego, Oregon.

Lixin Malmros, Controller

Kennewick, WA

HFG Trust is headquartered in Kennewick, Washington where our wealth management firm first opened its offices in 1985. Since then, we have grown our team and services to offer concierge financial services to both individuals and enterprises alike. This location houses our Executive, Client Services, Trust & Estate, and Investment Committee teams.

Address: 8131 W. Grandridge Boulevard, Kennewick, WA 99336

Hours: 8 AM - 5 PM

Phone: 509.735.7507

 

"At HFG, our core values center on solving problems. Our ethos is to be our clients' Financial Partner For Life. It's difficult to accomplish a mission like this if you don't put your clients ahead of yourself."


- William Wang, CFP®, Managing Director

William Wang, CFP
Managing Director

our process

get to know each other

Discuss values, goals, and get to know family.

gather information

Acquire financial and personal information. Become familiar with client's financial health. 

develop a financial plan & investment strategy

Present a comprehensive analysis of current investment holdings and begin work on a wealth management plan.

Implement Plan

Both parties understand their responsibilities and have agreed to proceed with the financial plan.

 

Monitor Plan

Provide performance measurement and track progress toward goals on a regular basis. 

message from president

Our Team

Ty Haberling, founder and financial advisor at HFG Trust

J. Tyler Haberling, CFP®

Founder, Board Member
William Wang, Managing Director of HFG Trust

William Wang, CFP®

Managing Director, HFG Trust
Kevin Floyd, Director of Investments at HFG Trust

Kevin Floyd, CFA®, CFP®, AIF®

Director of Investments

Ben Messinger, CFP®

Financial Advisor
Michael Tallman, Senior Trust Officer at HFG Trust

Michael Tallman, CFP®, CTFA®

Senior Trust Officer
Bob Lagonegro, Financial Advisor at HFG Trust

Bob Lagonegro, CFP®, CTFA®

Financial Advisor
Stephen Palm, Financial Advisor at HFG Trust

Stephen Palm, CFP®

Financial Advisor
Megan Nichols, Financial Advisor at HFG Trust

Megan Nichols, CFP®

Financial Advisor
Rick Prime, Financial Advisor at Prime Wealth Management, an HFG Trust company

Richard Prime, CFP®

Financial Advisor
Paul Hansen, Financial Advisor at HFG Trust

K. Paul Hansen, CFP®, CPA

Financial Advisor
Anthony Smith, Portfolio Manager and Financial Advisor at HFG Trust

Anthony Smith, CFA®

Portfolio Manager & Financial Advisor
Brent Schafer, Wealth Planning Manager and Financial Advisor at HFG Trust

Brent Schafer, CFP®

Wealth Planning Manager and Financial Advisor
Photo of Morgan Smith, Managing Director of Alternative Investment for HFG Trust in Lake Oswego, Oregon.

Morgan Smith

Managing Director, Alternative Investment
Nicholas Hengl is a financial advisor for HFG Trust Advisors, specializing in financial planning in the Berkeley, California and surrounding San Francisco area.

Nicholas Hengl

Financial Advisor

Nicholas Haberling

Partnership Advisor
Photo of Lucia Morales is a Trust Administrator at HFG Trust, a wealth management firm in Kennewick, Washington.

Lucia Morales

Trust Administrator
Cody Beaumont, CPA, Wealth Planner at HFG Trust

Cody Beaumont, CPA

Wealth Planner

Allison Smith

Senior Client Service Consultant

Martha Gonzalez

Client Services Consultant

Jennie Prince

Client Services Consultant

Jacob Marcusen

Client Services Consultant

Rebecca Martindale

Wealth Planner
Photo of Tyler Pearson a Wealth Planner at HFG Trust

Tyler Pearson

Wealth Planner

Samantha Barham

Client Service Consultant
Photo of Aaron McGaughey is a Wealth Planner at HFG Trust in Kennewick, Washington

Aaron McGaughey

Wealth Planner

Shaina Anderson

Client Services Consultant

Olivia Ransier

Client Services Representative