biography

experience

  • Hill Compliance Advisors, fka Hill Financial Advisors, Founder 2007 – Present
  • Cullington Hill Advisors, Chief Operations Officer and Chief Compliance Officer, 2004 – 2006
  • Blankinship & Foster, Financial Planner/Investment Committee, 1996 – 2003
  • Paul Revere Insurance, Financial Planner, 1992 – 1996
  • Financial Advisor, 1985 – 1992

education

  • Investment Adviser Certified Compliance Professional (IACCPSM), 2011
  • San Jose State University, BS Business Administration (Finance), 1988
  • Certified Financial Planner, 1993

professional affiliations

  • National Society of Compliance Professionals, Member, 2009 – Present
  • Southern California Compliance Professionals, Member, 2010 – Present

  • NAPFA (National Association of Personal Financial Advisors)

  • NAPFA-Registered Financial Advisor, 2002 – 2011
  • National Board, Membership Director, 2008 – 2011
  • West Region Conference Chair, September 2008
  • West Region Board, 2003-2007 (Chair, 2006-2007)
  • San Diego Study Group Chair, 2003-2005

  • ElderHelp of San Diego

  • Advisory Board, 2001 – Present
  • Board Chair, 1998 - 2000
  • Board Treasurer, 1992 – 1998 and 2012-2015

  • San Diego Women’s Foundation

  • Board Member 2017 – Present
  • Member, 2011 - Present