Amy Clark is a CFP® and ChFC® with 29 years of experience in financial advisory. She has been with Highstone Group since 2002 and also has experience with Silver Oak Securities and Securities Service Network. In addition to her advisory work, she is involved in insurance services through Comprehensive Financial Insurance Services, where she works with clients on life, health, disability, and long-term care insurance policies. Highstone Group provides investment advisory, financial planning, tax-planning, and consulting services primarily to individual clients and households, including high-net-worth clients, trusts, IRAs, and businesses. The firm offers individualized portfolio management based on client-specific profiles and uses fundamental analysis across a range of investment products, generally managing accounts on a non-discretionary basis with regular monitoring.

Ronald Hochstein is a CFP® and ChFC® with 47 years of experience in the financial industry. He is associated with Highstone Group and has held various roles across related businesses, including Comprehensive Financial Planning Corporation and Comprehensive Financial Insurance Services, with involvement in areas such as financial planning, insurance, and business consulting. Hochstein is also the sole owner of Comprehensive Financial Group, LLC, which provides accounting and tax preparation services. Highstone Group offers advisory services to individuals, businesses, trusts, and retirement accounts, serving 174 client households with approximately $263.9 million in assets under management. The firm provides comprehensive financial planning, tax planning, investment consulting, and portfolio management, focusing on individualized asset allocations and typically managing assets on a non-discretionary basis that requires client approval for transactions.

Justin Hochstein is a financial advisor with Highstone Group in Richmond, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Highstone Group since 2002 and Silver Oak Securities since 2018. He is also the sole owner of Hochstein RIA, a fee-based registered investment advisor firm focused on managing investment portfolios and financial planning. Highstone Group provides advisory services to individuals, businesses, trusts, and retirement accounts, serving 174 client households with approximately $263.9 million in assets under management. The firm offers comprehensive financial planning, tax planning, investment consulting, and portfolio management, generally managing assets on a non-discretionary basis with client approval required for transactions.