Hal enjoys helping individuals and families navigate the complexities of wealth management, bringing together investment management, tax planning, and estate planning to develop thoughtful, coordinated financial strategies.
He is particularly passionate about helping families preserve their financial independence, providing both the freedom to pursue the lives they envision, and the security to make important decisions with minimal financial compromises. Hal places a strong emphasis on building long-term client relationships, and understanding the personal and financial priorities that shape each family’s decisions.
He also enjoys helping families communicate their financial goals and values across generations, fostering a shared understanding of their long-term priorities.
With over 25 years of experience in financial services, at BRF, Hal co-chairs the firm’s Private Investment Committee, and Financial Planning Committee, helping shape the firm’s investment and financial planning policies, strategies, and best practices.
Hal graduated with a Master’s in Professional Accounting (MPA) and Bachelor of Business Administration from the University of Texas at Austin. He is a CERTIFIED FINANCIAL PLANNER® practitioner and a certified public accountant, CPA. Hal is a member of the Financial Planning Association and the Chicago Estate Planning Council. Prior to joining BRF, Hal provided investment, financial, and tax planning services to executives and high-net-worth individuals and families as part of Ernst & Young LLP’s Human Capital practice.