HWC Financial

Kevin Theissen is a financial advisor at HWC Financial with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at HWC Financial since 2018, following a seven-year tenure at Skygate Financial Group. In addition to his advisory role, he is a licensed insurance agent. HWC Financial provides discretionary investment management and financial planning services to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented investment approach with a multi-year horizon and integrates tax and insurance considerations into its planning.

Zachary Levine is a financial advisor at HWC Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Mirras, Jacoby, Levine & Hatgistavrou Inc., Ganer + Ganer PLLC, and Mazars LLP. Outside of advisory work, he is involved with Cope Americas, LLC, an online selling platform. HWC Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, managing approximately $52 million across about 100 accounts. The firm employs a fundamentally driven, value-oriented approach, constructing portfolios across major asset classes with discretion to rebalance or hold positions based on tax, valuation, or client-specific considerations.