Our Team

Hobart Wealth’s commitment to service our clients starts with our team.

Leadership Team

Chris Hobart

CEO

Bob Barton

Chief Operating Officer

Kim Collins

Executive Assistant

Thomas Hamilton

Chief Compliance Officer

Renee Hobart

Finance Officer

Corey Sunstrom, CFP®

Director of Financial Planning

Advisory Team

Nick Adkins

Wealth Advisor

Andrew Greer, CFP®

Senior Wealth Advisor

Corey Sunstrom, CFP®

Director of Financial Planning

John Jock Tonissen, CLU®

Wealth Advisor

Jacob Woodrum, CFA, CFP®

Lead Investment Strategist

Client Service Team

Dean Boughner

Client Service Specialist

Doris Castelluzzo

Client Service Specialist

Nancy Klug

Client Service Specialist

Operations Team

Bob Barton

Chief Operating Officer

Thomas Hamilton

Chief Compliance Officer

Concierge Team

Kim Collins

Executive Assistant

Amy Vitale

Receptionist

Winston Winnie Hobart

Chief Bark-eting Officer

Partner With Professional Financial Planners Dedicated to Helping You Grow Your Wealth

Our team takes pride in building long-term relationships with our clients by providing customized solutions that cater to their long-term goals. Schedule your free consultation today to learn more about our professional services.

Work We Do

The Hobart Guarantee

The Hobart Wealth team focused on guiding our clients to and through their well-deserved retirement. We believe they deserve accountability from a financial professional that cares about their long-term financial health. That’s why our team maintains a commitment to the Hobart Guarantee.

We promise our clients that if they’re not totally satisfied with our services during the first year, we’ll refund 100% of the advisory fees. We make this guarantee because it’s the right thing to do and because we’re confident in our process.

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