09/09/2026
Today we're celebrating 15 years with David Wise, CFP®! We're so grateful for all the incredible work he has done over the years, and in particular his contributions to shaping the incredible culture that keeps the talented people we are honored to work with engaged, inspired, and always striving to make a difference.
"15 years. It’s hard to believe it’s been that long since I started this journey with Hilltop. When I think back over those years, what stands out most isn’t the markets, the plans, or even how much our firm has grown. It’s the people.
I’ve had the privilege of walking alongside clients through some of life’s biggest moments—retirements, career changes, marriages, births, losses, inheritances, business transitions, and countless decisions in between.
A few things I’ve learned along the way:
• Relationships matter more than transactions.
• Money is a tool, but the real goal is helping people build a life that reflects what matters most to them.
• Trust is earned slowly, through consistency and showing up when it matters.
• The best work is rarely done alone. I’m incredibly grateful for the teammates, mentors, clients, and families who have shaped me along the way.
• Growth often comes from being willing to stay humble, keep learning, and embrace challenges that once seemed impossible.
I’m especially thankful that after 15 years, I still love what I get to do.
There have been plenty of changes along the way, but the heart of the work remains the same: care deeply for people, give good counsel, and try to leave people better than you found them.
Grateful for the last 15 years—and excited for what’s ahead." - David