Mha Financial Corp

Charles Hoilman is a financial advisor with MHA Financial Corp in Westwood, MA, holding Series 63 and Series 65 credentials and over 55 years of industry experience. He has been with MHA Financial Corp since 1977 and is also involved with Four Points Capital Partners LLC, New Frontier Partners LLC, and M&A Counselors and Fiduciaries LLC. Outside of his advisory work, he serves as an attorney at M&A Counselors and Fiduciaries LLC and is involved in managing real estate investments through New Frontier Partners LLC. MHA Financial Corp provides personalized financial planning and portfolio management to individuals, trusts, estates, and small businesses. The firm employs a core-and-satellite investment approach combining passively managed index and ETF core holdings with actively managed funds and individual securities, and offers both discretionary and non-discretionary advisory services.

Jordan Pence is a CFP® professional with nine years of industry experience, currently serving as an advisor at MHA Financial Corp. He has held roles at several firms, including Advisors Resource and BFC Planning. Outside of his advisory work, Pence is involved in managing fixed insurance products through ARC Insurance Agency and serves as managing partner overseeing operations at Wealth Concepts Inc, a fixed insurance business. MHA Financial Corp provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index/ETF exposures with active management, and offers both discretionary and non-discretionary investment services.

Neil Vonfeldt is a financial advisor at MHA Financial Corp with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at MHA Financial Corp since 2004, as well as at Four Points Capital Partners LLC since 2019. Outside of his advisory role, he is involved with Dynamic Advisors Inc., where he works with health and Medicare insurance products and also serves as a public claims adjuster. MHA Financial Corp provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a core-and-satellite investment approach using passive index/ETF exposures combined with active management and implements client strategies through both direct advice and third-party money managers.

Jeffrey Tooke is a financial advisor with MHA Financial Corp in Buffalo, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Four Points Capital Partners, Bay Harbor Advisors LLC, Avendus Capital, Inc., and Niagara International Capital Limited. Outside of finance, he serves as a board member and treasurer for the Center for Glass & Light, a nonprofit focused on stained glass restoration, and is a transitional deacon in the Episcopal Diocese of Western New York. MHA Financial Corp provides personalized financial planning and portfolio management for individuals, trusts, estates, and small businesses, managing approximately $98 million in assets. The firm employs a core-and-satellite investment approach that combines passive index funds and ETFs with active management, utilizing both discretionary and non-discretionary strategies through various third-party platforms and custodians.