About Us

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 an Associate Wealth Advisor, Sadie plays a key role in delivering thoughtful, well-rounded planning experiences. She supports financial planning and case preparation, manages client data and workflows, and helps ensure each relationship is built on clarity, trust, and progress.

Sadie has six years of experience in the financial services industry, including over four years at a privately held RIA firm where she collaborated closely with Certified Financial Planners on everything from building retirement plans and preparing tax projections to managing marketing content and supporting investment strategies. She also held a role as a licensed agent at a large life insurance company, giving her broad insight into the financial landscape.

Drawn to Hobart Wealth for its culture of excellence and team collaboration, Sadie values the firm’s emphasis on client experience above all. “We create a space where people feel heard and supported,” she says. “It’s more than advice, it’s advocacy.”

Outside work, Sadie enjoys hot yoga, cooking, Broadway/comedy shows, and traveling. She loves trying new recipes, visiting local restaurants and wineries, and spending quality time with her boyfriend, Aaron, and their close-knit community of family and friends.

As an Associate Wealth Advisor at Hobart Wealth, Josh partners closely with Senior Wealth Advisors to support clients in crafting financial plans that are clear, actionable, and aligned with their goals. From preparing and presenting reports to answering account-related questions and helping build plans, Josh plays a key role in delivering a thoughtful and consistent client experience.

With more than a decade in the financial services industry, Josh brings a diverse background to Hobart Wealth. He has had roles in client service, audit, and institutional operations.

For Josh, financial planning is a natural fit, combining his love for math, his STEM-oriented mindset, and his passion for helping others create real-life change. “Whether it’s retiring early or paying for a child’s education, I love being part of the strategy that turns goals into reality.”

Outside the office, Josh is an avid reader of thrillers and murder mysteries (Lisa Gardner is a favorite), a loyal fan of the Chicago Cubs and Texas Longhorns, and a dedicated member of his community. He enjoys exercising, grilling out, and spending time with his dog, Max.

Brian Colan is often one of the first friendly faces new clients meet at Hobart Wealth. As a Wealth Consultant, he is vital in guiding individuals through onboarding and delivering a seamless transition into the Hobart client experience. With a background that includes work as both a mortgage consultant and a registered nurse, Brian brings unique empathy, listening, and problem-solving skills.

He works closely with the firm’s Senior Wealth Consultant to ensure each new relationship is built on trust and clarity. Brian believes that financial planning should feel approachable, not intimidating. “Helping people move forward with confidence is at the heart of everything I do,” he says.

When not at work, Brian enjoys golfing, skiing, and relaxing at home with his wife, Caitlin, their dog, Luca, and their two cats, Scottie and Valentino. Inspired by David Goggins’s resilience-focused mindset, Brian lives by the belief that strength starts with mindset.

With over five decades of experience, Jock Tonissen is a trusted voice of wisdom for Hobart Wealth’s high-net-worth clients. He founded Navigator Financial in 2001 and merged with Hobart Financial Group in 2013, bringing a deep commitment to relationship-based planning.

Jock works closely with business owners and individuals on retirement plans, executive benefits, and long-term investment strategies. His philosophy emphasizes trust, clarity, and a steady long-term outlook. “Great planning comes from understanding the client and making decisions based on who they are, not just what they have.”

Jock is a graduate and former trustee of The University of the South in Sewanee, Tennessee, and remains active in alum leadership. He lives in Charlotte with his wife, Anne, and is a proud father and grandfather. A lifelong learner, he enjoys reading, gardening, and his favorite game of golf.

Nick Adkins brings a servant’s mindset and a mission-driven approach to his role as a Wealth Advisor. With a background in military service and experience at Raymond James, Nick is driven by the belief that financial advice should be clear, relevant, and rooted in genuine care for others.

He guides clients through every stage of planning, from building personalized portfolios to crafting tax-conscious retirement strategies. However, for Nick, the work is always personal. “I love helping people gain confidence in an area that often feels uncertain. Financial planning isn’t just about money, it’s about unlocking peace of mind.”

Nick values intellectual humility and continuous learning. A favorite quote of his is, “Those who cannot change their minds cannot change anything.” That philosophy guides how he approaches both planning and life.

Nick lives in North Carolina with his wife, Alex, their daughter, Hazel, their son, Luke, and their beloved dog, Salem. Outside work, he enjoys weightlifting, beach time, and casting a line on the water.