Woodlands-based HFG Wealth Management, has experienced significant growth in assets under management over the past year and has added several new professionals to meet the growing demands of its expanding business.
Natalie Laurent joined the firm as Executive Assistant to the CEO and Founder and also as Office Manager in October. Natalie’s extensive background includes both Administrative Management and Public Service experience. She holds a unique professional background, which includes years of hospitality management and positions in local government administration. Natalie graduated from Texas A&M University and holds a Bachelor of Arts in Sociology. Outside of work; she enjoys camping, boating, grilling, staying active, and spending time with her family.
Kathryn Bates joined HFG in February 2021 as Operations Manager. Kathryn brings a wealth of knowledge from both the Accounting and Financial Service sectors and is also a licensed Investment Advisor Representative. Kathryn, her husband Dan, and their two children moved from the United Kingdom to The Woodlands, TX in 2015 and thoroughly enjoys living “The American Dream”. Kathryn is a Woodlands High School Band Mom and also an avid supporter of the Montgomery County Animal Shelter. In her spare time, she enjoys playing golf and networking in the local community.
“We are pleased that we are able to continue to attract top talent to ensure that HFG will continue to serve our clients in the manner that has been our hallmark for the past 35 years,” said Larry Harvey, Founder and CEO of HFG Wealth Management. “These additions, as well as some structural changes, will pave the way for our continued expansion and future growth into new markets.”
HFG Wealth Management is a comprehensive, independent, fee-only wealth management and financial advisory firm headquartered in The Woodlands, Texas, serving clients nationwide. We at HFG understand that major life events are often the catalyst that drives people to seek assistance managing, growing, and protecting their finances. For over 35 years, our team has helped individuals, families, and business owners in many unique situations navigate their financial future with our personalized financial life-planning process and concierge-quality advisory services. Our holistic approach aims to optimize our clients’ diverse finances and life plans to create a coordinated, efficient, and effective road map to financial security - giving them peace of mind.
For more information about HFG, please visit www.hfgwm.com or call 832-585-0110.