Team | Hobart Wealth - Charlotte North Carolina

Our Team

With Our Firm, You Get More Than Just A Financial Advisor. You Get A Financial Team.
When you work with us, you get a partnership that goes beyond investments and returns. That’s why we’ve set up our firm a bit differently than others. Instead of one advisor, you get a team of professionals, all of whom are experts in their specific roles. The team works as an ensemble, giving you access to a wider range of knowledge and experience. Our clients benefit from this team approach in a variety of ways including:

• Get answers to your questions more quickly
• Gain access to a broader range of expertise and experience
• Receive specialized knowledge for your specific situation

Ballantyne Office

CEO

Senior Wealth Advisor

Director of Financial Planning
Senior Wealth Advisor

Chris Hobart

Most financial planners follow a typical process, but Chris Hobart has never been one to do things the "typical" way. After all, 9-year-olds don't typically start a restaurant in their parents' basement. But entrepreneurship and hard work has always made sense to Chris – and that drive led him to create a financial planning firm that does things a little differently.

Chris has always been one to dream big, for himself and others. He's dedicated his life to helping people imagine and create for themselves that goes beyond typical. He's also made it his mission to help clients make smart decisions for their future by providing honest, thoughtful advice and service that always exceeds expectations.

Chris even helps other advisors build their own better-than-typical practices, believing that every individual deserves access to trustworthy financial guidance. His wise counsel has been featured in national media publications, including CNBC, CBS, The Wall Street Journal and USA Today. He's also a recurring expert guest for Charlotte Today on WCNC in Charlotte.

As an avid supporter of his local community, Chris donates time and resources to Charlotte's local organizations. He and his wife, Renee, are avid supporters of the performing arts, and they have a joint passion for making arts education and musical theater accessible to all young people. Chris has also served on the Board of Directors for Junior Achievement of Central Carolinas, a local organization that helps young people unleash their true potential.

Family means everything to Chris. He credits his hard work ethic and positive life outlook to his parents, Randy and Arlene, who taught him valuable lessons about being a great husband, dad and leader. He spends most of his time outside of work with Renee and their two daughters, Sloane and Blythe, and he loves nothing more than traveling with his girls and seeing the world through their eyes.

Andrew Greer

As Senior Wealth Advisor, Andrew works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning and succession planning. He also builds relationships with local CPAs and estate planning attorneys, enabling Hobart Financial Group to give clients a truly comprehensive, individual and holistic financial plan.

Andrew originally moved to Charlotte to open a restaurant, but quickly discovered it wasn’t his true calling. He wanted to help people in a bigger way – and knew that he could truly make a difference through financial advising. “I get to help people live their Bucket List Retirement,” he said. “Early in my career, I had this sense that retirement was essentially a permanent vacation with nothing to worry about. I quickly found out that retirement is the most significant, fundamental shift you will ever experience with your money which can be incredibly scary. Every day, I have the privilege of helping wonderful people navigate through the unknown.”

Andrew has been with Hobart Financial group for nearly a decade, and his favorite part of the firm is its character. “Our clients choose to work with us because this is where you go to be part of a family, not a file in the cabinet,” he said. “I love working here because of the same reasons someone would choose to become our client: family values, passionate professionals, fun loving, genuine and ethical.”

Andrew’s free time is immersed in activities with his wife, Leslie-Ann, and their son, Easton. “Seeing the world again for the first time through his eyes has always been something I was told to expect,” he said, “but I did not understand how rewarding it would be.”

Andrew Greer

Corey Sunstrom

In his role as Director of Financial Planning and Senior Wealth Advisor, Corey guides others in their financial lives and provides them with a better understanding of their financial picture. He works with clients to develop strategies for tax planning, estate and beneficiary planning, and income planning. Corey divides his time between meeting with clients and working behind the scenes to build retirement plans that stand the test of time.

Corey’s interest in the financial world was raised in college. During his first post-college job, he realized that managing finances took more dedication and effort than he had previously thought. “There were so many complexities that I hadn’t considered before,” Corey said. “I also realized that most people don’t understand the nuances associated with managing their money.”

While Corey enjoys teaching people about the process of saving, growing and passing money on to future generations, his favorite part of working at Hobart Financial group is getting to know the clients. “There is so much to be learned through listening to others,” Corey said. “We have a unique opportunity to hear stories of success, adventure, love and grief. It is an honor to me that our clients open up that part of their lives to us.”

Corey loves to travel and hike, checking new destinations off his list. Corey has his camera with him everywhere, capturing pictures of his adventures.

Lead Investment Strategist
Investment Policy Committee Member

Director of Insurance Planning

Chief Compliance Officer
INVESTMENT POLICY COMMITTEE MEMBER

Jacob Woodrum

Jacob Woodrum’s career in financial services was inspired early in life by his father, a business owner and investor who spurred Jacob’s interest in financial markets and how they work. Jacob carries this passion into his role as a Lead Wealth Advisor, and he enjoys guiding clients on the principles of finance, retirement planning and the financial markets.

Prior to joining Hobart Financial Group, Jacob was a banker for Wells Fargo, where he helped clients by providing education and understanding each client’s individual goals and dreams. During that time, he developed the critical communication skills that allow him to connect with clients on a personal level.

When working with retirees and pre-retirees, Jacob is guided by the philosophy of sowing, then reaping. “We make informed decisions about an investment now, with the hope of reaping the harvest in the future,” he said. “The hard work and value of making quality investments comes before reaping but sets you up for success. The need for financial planning advice has never been greater and is a big reason I come to work every day.”

Jacob and his wife, Allie, love exploring Charlotte, trying out new restaurants and walking or biking around the city. Jacob credits much of his success to family, and he and his wife love spending time with their families in Virginia and West Virginia.

Director of Insurance Planning

Jonathan Padgett

As the Director of Insurance Planning, Jonathan helps clients understand the important role insurance plays in their retirement, tax and legacy planning. He partners with advisors to create tailored insurance plans to protect clients from potential risks they may face during both their working and retired years.

Jonathan brings more than 15 years of experience in insurance planning to the Hobart Wealth team. His passion in the field was spurred after watching three of his grandparents struggle with Alzheimer’s and dementia diagnoses and seeing the toll a long-term health crisis can take on family members. He was inspired to help other families protect against similar situations through proper insurance planning.

Jonathan lives with his wife, Jen; bonus son, Logan and rescue dog, Summer in Mooresville, North Carolina. Outside of work, he is into anything sports-related, particularly golf, and is an active member of Freedom House Church in Cornelius. He also enjoys hiking, working out, walking Summer, and playing cards and board games.

Send Jonathan an email

Thomas Hamilton

Thomas Hamilton joined Hobart Financial Group in the summer of 2018. His nearly 15 years of experience in the industry added immediate value to the team. Thomas assists advisors and clients with service, planning and analysis needs. He also oversees all compliance and operations for the firm.

Thomas chose to pursue a career in the financial services industry in 2004, when he learned his parents were hit with a massive tax payment in 1998 after they were misguided by their financial advisor. As a result, Thomas made it his personal mission to help others avoid any misguided decisions from happening in their financial lives.

According to Thomas, the best thing about working at Hobart Financial group is its family environment. “It’s a close-knit firm with a small company atmosphere, but with the ability to do things in large scale,” he said. “My opinion matters and the absence of ‘large corporate red tape’ is refreshing. The work each of us does every day is clearly helping both the firm and its clients be successful.”

Thomas and his wife, Jessica, have two kids, Caleb and Shelby, and one dog, Albus. Thomas loves spending time with his family, cooking, aquarium keeping, playing golf, and tinkering with electronics. He has also been known to binge watch Netflix and YouTube with his kids.

Thomas's email address

Finance Officer

Executive Assistant

Fintech Administrator

Finance Officer

Renee Hobart

Renee’s work is vital to everyone at Hobart Financial Group. That’s because she’s responsible for making sure the firm runs like a well-oiled machine, with her work in finance and accounting.

Before joining Hobart Financial Group, Renee was a biologist with Merck & Co. She later became a pharmaceutical rep there, where she educated doctors and nurses on Merck’s product lines and provided product samples.

Renee is excited to be part of the Hobart Financial Group team. “Although I’m on the sidelines, I’m passionate about getting to know our clients and watching our team sincerely do the best for our clients,” she said. “I believe in the mission and vision of what we do. My favorite part of working here is feeling purposeful, that we’re making a difference in clients’ lives.”

Renee enjoys spending time with family, friends and traveling. An avid fan of the theater, she sits on the board of directors of the Blumenthal Performing Arts Center in Charlotte. Renee is married to Chris, and they have two daughters, Sloane and Blythe.

Kim Collins

As the executive assistant and event coordinator, Kim Collins juggles a variety of daily tasks. She’s charged with coordinating firm events, providing administrative support and making sure Chris Hobart knows exactly where he needs to be and when he needs to be there. Kim also oversees building management, ensuring the office’s physical environment is inviting for both clients and staff.

In 2018, Kim relocated to Charlotte from Sarasota, FL, where she spent four years working as the event coordinator for a wealth management firm. But her work experience hasn’t been limited to just financial services; in fact, you might describe her background as eclectic. “I have been a cosmetologist, cemetery owner/manager, fire educator and fire instructor,” Kim said. “So why not choose the financial industry, too?”

Kim and her daughter, Hannah, reside in the Ballantyne area. She can be found on the weekends enjoying time with her friends, exploring wineries throughout North Carolina and volunteering within her community.

Fintech Administrator

Wendy Casale

Wendy Casale believes preparation is the key to success in work and life – an outlook that makes her the perfect fit as Fintech Administrator. In her role, Wendy handles all things tech-related for the firm, including client and advisor support, system management and process documentation. She’s always making sure we’re using the right tech tools to give clients the best experience possible when accessing and managing their accounts.

Wendy’s interest in the financial services industry was piqued during her very first college class, which led her into courses about economics, personal finance and marketing. Discussions about the potential retirement crisis facing Americans today and the importance of taking charge of your own retirement inspired her to pursue a career helping people plan for their future and make a positive impact on their financial picture.

Before joining the Hobart Financial Group team, Wendy gained a wealth of experience working at Vanguard and Wells Fargo. Hobart Financial Group “feels like a family,” she said. “If a team member sees that a process can be done better, opinions and ideas are genuinely heard.”

Wendy and her husband, Bobby, have three children, Victoria, Allison and Mila. The family loves visiting Freedom Park/Carowinds in the summer, as well as trying new Charlotte restaurants and checking out live bands throughout the year.

Client Services Manager

Client Services Specialist

Client Services Manager

Peter Falkenberg

Peter is charged with overseeing the Hobart Wealth Client Services team. In his role, he works directly with advisors to get answers to clients’ questions and makes sure every client request is handled quickly and accurately.

Peter brings more than a decade of knowledge and experience to his role. Before joining Hobart Wealth, he worked at Axos Advisor Services (formerly E*Trade Advisor Services), where he worked with six investment advisor firms with more than $2.5 billion in assets under contract. During that time, he gained a wealth of knowledge and experience in resolving client issues and cultivating strong client relationships.

The attention to relationship is what drew Peter to Hobart Wealth. “The relationships that exist here are amazing,” he said. “People care about their clients and coworkers, and it shows. I really enjoy how everyone works hard for our clients.”

Away from work, Peter enjoys outdoor activities like camping in the mountains and swimming at the beach.

Send Peter an email

Client Services Specialist

Doris Castelluzzo

Doris brings more than 25 years of experience in the insurance industry to her role as a Client Services Specialist. She spent the first decade of her career at Prudential, then became the Client Service Supervisor at Merrill Lynch. She was most recently employed at Crump Life Insurances as a Senior Case Manager before making the switch to Hobart Wealth.

During her long tenure, Doris has seen firsthand how life insurance can make a difference in clients’ lives. “The insurance industry exposed me to the importance of making sure families and businesses are financially taken care of in the event of a loss,” she said. “It opened my eyes to how important it is to save and plan for your future and retirement as soon as possible. I also believe in the importance of life insurance and how it is used for estate planning and wealth preservation.”

Outside of work, Doris loves cooking, interior design and going outdoors for a hike. She also enjoys spending time with her son, Justin, and her pug, Max.

Send Doris an email

Kingston Office

Wealth Advisor

Client Services Specialist

John “Jock” Tonissen

Jock joined Hobart Wealth in 2013 as a Wealth Advisor. He’s dedicated to providing sound financial direction in all areas of the financial process. His focus is on a client’s total financial picture with an emphasis on financial services that are designed to help protect against the unforeseen initiated by disability, death, retirement or long term care needs. He serves both the individual and small business markets offering an extensive list of financial series, with particular emphasis on 401(k) programs.

Jock takes a long-term, relationship building approach when working with new and existing clients. Understanding a client’s unique needs is at the core of Jock’s practice. He firmly believes that his clients are “partners” with a relationship based upon trust and integrity. He stresses to his clients the importance of a long-term investment outlook before making short-term or individual investment decisions.

Jock has been in this profession since 1971 upon graduation from the University of South, Sewanee. He is the past president of the CLU (Chartered Life Underwriters) chapter in Charlotte, NC. He is a past Trustee of University of the South and Sewanee Annual Fund Chairman. He also served as a church officer. He resides in Charlotte with his wife, Anne. They have two children. Whenever there is time, Jock enjoys a good book, some gardening and even a game of golf.

Client Services Specialist

Heather Hammonds

Heather has worked with D. Scott Welton, Wealth Advisor, for six years. She supports Scott with ongoing day-to-day operations providing excellent customer service. Heather processes new business, administers follow-up actions required for established clients’ accounts and creates new proposals/recommendations.

Heather graduated Magna Cum Laude from Crichton College in Memphis, TN with a B.S. in Business Administration. She obtained her life insurance license for the state of North Carolina in 2012. Before joining Hobart Financial Group, Heather worked as Operations Manager for STW Holdings, LLC in Charlotte, NC.

Heather resides in Charlotte, NC with her husband and seven children. In her spare time, she serves as CFO of her husband’s tax & bookkeeping office. She enjoys traveling, cooking, singing and spending time with her family.

Mooresville Office

Wealth Advisor

Introducing_Kelly_Stillman_Sabin-2022_V01

Client Services Specialist

James D. Stillman

Jim has helped people plan for retirement for more than two decades. He was the owner and founder of JDS Enterprizes Inc. and JDS Wealth Management before joining Hobart Financial Group. As a wealth advisor, he helps people protect their retirement assets and implement advanced wealth distribution strategies.

Jim’s career in financial services started after he left the publishing and printing industry. He discovered a passion for helping people navigate the ins and outs of retirement planning. He also found he had a knack for presenting information in an easily understood way. “I believe that applied knowledge is power,” Jim said. “Education helps people make wise choices to protect their assets.”

A native of Milwaukee, Wisconsin, Jim graduated from Milwaukee Area Technical College. He is a Registered Financial Consultant (RFC). But his professional life isn’t just about guiding pre-retirees and retirees; he’s also the part-owner/investor of New Victory Lanes in Mooresville, NC.

Jim and his wife, Judy, have two children, Tyler and Kelly. The family enjoys boating together on the weekends, listening to music while floating around on Lake Norman and enjoying the beauty of North Carolina. The Stillman family can frequently be found at New Victory Lanes, where they bowl in a weekly league.

Connect with Hobart Wealth

Client Services Specialist

Kelly Stillman Sabin

Kelly has worked alongside her father, James Stillman, since 2012. As the client service specialist for the Hobart Financial Group Mooresville office, she handles a variety of tasks, from servicing client accounts to making sure new accounts are set up properly.

After graduating from college, Kelly saw an opportunity to help people and work with her father. “I enjoy knowing that we’re helping take some of the pressure off of people’s shoulders,” she said. “Retirement can be a very scary transition. I love having the opportunity to meet and talk to so many folks about their lives."

Kelly holds her life and health insurance licenses in North Carolina and her Medicare Supplement and Long-Term Care licenses. She has also passed her Series 65 securities exam. She is a graduate of North Carolina State University’s College of Textiles, where she earned her Bachelor of Science in Fashion Textile Management.

Kelly and her husband, Matt, live with their two cats, a ball python, and hundreds of houseplants. She’s an avid gardener and cook, and the couple loves to spend time checking on new breweries. They also like to take frequent camping and backpacking trips and spend time hiking, kayaking and paddle boarding.

Our Team