With over 40 years of experience Hamilton + Partners has
brought together the right team of professionals and built
a solid network of partners to augment our expertise. Critical
financial decisions, whether retirement, succession or legacy
focused, require thoughtful analysis. Our processes are rigorous
and deliver results.
We’ve built our firm with top specialists in all areas
of individual and corporate planning. We help our clients
grow their wealth while reducing their tax burden and securing
their legacy.
Rick
Green, CFP, CLU TEP, CH.F.C.
Principal
Rick brings diligence to the details and expertise to the
results. With tax mitigation in mind, Rick specializes in
addressing your specific and unique retirement and estate
planning needs.
TEL: 403-232-4595 | Email: rgreen@hamiltonandpartners.com
John
Guderyan, BPE, CFP
Principal
John shows you not only how to build wealth, but how to experience
it. With the right safety nets in place, John believes that
everyone is free to have a little more fun in life!
TEL: 403-232-4582 | Email: jguderyan@hamiltonandpartners.com
Darol
Hamilton, CFP, CLU, CH.F.C.
Founding Principal
Darol is known for his strong business acumen and industry
leading innovation. Building a firm of experts in all facets
of financial planning, Darol’s legacy is an organization
that will help you come to definitive conclusions about the
overarching vision of how to use your wealth.
TEL:
403-232-4575 | Email: dhamilton@hamiltonandpartners.com
Associate Advisors
Ian
Pavey, BA
Associate Advisor
With a comprehensive financial plan, Ian will help you plan
for life’s unexpected events and assist you in achieving
the long term goals that mean the most to you.
TEL: 403-232-4576 | Email: ipavey@hamiltonandpartners.com
Gary
Pass, BA, MBA
Associate Advisor
With a wealth of business knowledge and experience, Gary will
help you address the diverse predicaments you encounter on
your financial journey.
TEL: 403-232-4585 | Email: gpass@hamiltonandpartners.com
Ian
Minnifee, CFP, BA
Associate Advisor
Ian’s integrity and experience helps provide clarity
and confidence for his clients as they grow and manage their
financial affairs. Ian will examine all pertinent areas and
deliver solutions that incorporate the right strategies for
today, while providing flexibility for future opportunities
as they present themselves.
.
TEL:
403-232-4590 | Email: iminnifee@hamiltonandpartners.com
Associates
Teena
DiGirolamo, ACS, AIAA, PCS
Director of Operations
Involved in many areas of the client process, Teena ensures
that your expectations are surpassed and your experience with
the firm is unparalleled.
TEL: 403-232-4593 | Email: tdigirolamo@hamiltonandpartners.com
Michele
Peterson, FLMI, ACS, AIAA, PCS
Senior Account Manager
Providing specialized support to our New Business and Client
Service areas, Michele’s experience ensures client’s
needs are met with efficiency and precision.
TEL: 403-232-4584 | Email: mpeterson@hamiltonandpartners.com
Grady
Hamilton, B.COMM
Financial Planning Strategist
Creating custom and detailed recommendations catered to your
unique situation, Grady brings your financial planning experience
to paper.
TEL: 403-232-4596 | Email: ghamilton@hamiltonandpartners.com
Alyssa
Clark
Administrative Associate
TEL: 403-232-4586 | Email: aclark@hamiltonandpartners.com
Tracey
Mattson, B.COMM, CA, TEP
Tax and Estate Planning Specialist
Tracey’s discerning style certifies that your estate
objectives are addressed with a comprehensive approach, distinctively
intended to maximize your net worth and minimize your tax
obligations.
