It's that time of year again. Kevin, Tim, Raechel, Ray, Caleb, and Steve have been hard at work, along with Jamie and Shane, our newest team members. For those of you who haven’t had the honor of meeting Jamie and Shane yet, here’s a little bit about them.

Randi Beach, HFA's Director of Client Services and Senior Financial Advisor, recounts her sabbatical, complete with safari, family traditions and summer fun.

HFA’s Client Service Associate, Kosal Gelser, shares an emotional story of his recent trip to his birthplace of Cambodia.

HFA team members recently participated in a CPR/AED training course hosted by Upstate NY Life Support Training.

As autumn rolls in, we asked our HFA team to look back and share their summer highlights.

We’re thrilled to announce that our own Jim Englert will receive the Rochester Business Journal’s Financial Leaders 2023 Lifetime Achievement Award.