Chris Hobart has never been one to follow a conventional path — not in life, and certainly not in financial planning. His entrepreneurial spirit sparked early (at age nine, he launched a restaurant in his parents’ basement), and it’s that same drive that led him to create Hobart Wealth, a firm committed to delivering honest, personal, and, above all, impactful financial guidance.

Chris believes financial planning should be about more than numbers, it should empower people to live life fully and purposefully. That mission has guided him for over two decades and earned him national media recognition from outlets such as CNBC, CBS, The Wall Street Journal, and USA Today. Whether mentoring clients or fellow advisors, Chris is passionate about providing strategies that are as practical as visionary.

Beyond the office, Chris and his wife, Renee, share a deep love for the performing arts and actively support arts education in Charlotte. He also previously served on the board of Junior Achievement of Central Carolinas, an organization aligned with his passion for financial literacy. When he’s not leading Hobart Wealth, Chris often travels with his daughters, Sloane and Blythe, fly fishing, or tending to his koi pond, accompanied by Winston, the family’s miniature dachshund and Chief Bark-eting Officer.

Andrew Greer has a gift for helping clients see the big picture while honoring every detail along the way. As a Senior Wealth Advisor and member of the Investment Policy Committee, he develops customized strategies for retirement income, tax planning, and succession. He also collaborates with CPAs and attorneys to ensure a comprehensive experience for each client.

Andrew has been part of the Hobart Wealth team since 2010, and his connection to clients runs deep. “Retirement isn’t just a permanent vacation; it’s a huge shift in how people relate to their money. That can be exciting and terrifying. We’re here to walk beside them with both strategy and heart.”

His favorite part of working at Hobart is its family-first culture. “Clients become like family, and the team operates that way, too. It’s a place where people do the right thing simply because it’s right.”

Andrew lives in Charlotte with his wife, Leslie-Ann, and their children, Easton and Isla. On weekends, he coaches youth sports, hikes the Carolinas, and cheers on the Panthers.

Corey Sunstrom brings depth and intention to his role as Director of Financial Planning and Senior Wealth Advisor. With a calm, insightful presence, Corey helps clients navigate the complexities of financial planning with clarity and confidence. He specializes in developing tax-efficient retirement income strategies, coordinating estate and beneficiary planning, and integrating long-term goals into every facet of a client’s financial life.

Corey’s passion for planning was sparked early but solidified after his first post-college job, when he realized how overwhelming money decisions could be without proper guidance. That realization fuels his work today: empowering clients to take control of their future, reduce stress, and make choices that align with what truly matters.

While Corey thrives on strategy, he most values the human side of planning. “We hear stories of love, loss, perseverance, and joy. That trust is a privilege,” he says. “Our job is more than numbers; it’s about walking alongside people during some of life’s most meaningful moments.”

Corey and his wife, Lizy, and their newborn daughter, Emerson (Emmy), live in Charlotte with their retriever, Luna. An avid hiker and photographer, Corey finds inspiration outdoors and often brings his camera along to capture life’s small wonders.

As Hobart Wealth’s Director of Investment Strategy, Jacob Woodrum brings analytical rigor and forward-thinking leadership to the firm’s investment process. He oversees the trading team, chairs the Investment Policy Committee, and bridges research and real-world application, translating complex market trends into practical, client-focused solutions.

Jacob holds both the CFA® and CFP® designations – a combination that reflects his mastery of portfolio management, financial planning, and ethical practice. With a sharp understanding of macroeconomic conditions and market behavior, he guides the firm’s investment philosophy with clarity and consistency.

At the heart of Jacob’s approach is a steady, long-term mindset. He believes successful investing is not about reacting, but about planning. “My job is to remove emotion from the equation and focus on what works,” he says. “Markets evolve, but principles endure.”

He lives in Charlotte with his wife, Allie, and their two young sons. Jacob says Parenthood has deepened his appreciation for long-term planning: “I want to show my kids how to build something meaningful over time, just like we do for our clients.”