Our Team

^{About Us}
Same Service,
New Name

Originally founded in 1972 as Bill Hickey & Associates, our female-owned and operated firm has undergone a transformation following the passing of our founder, Bill Hickey, in 2021. The ownership and name have changed, but we remain dedicated to upholding the values that Bill Hickey instilled in our organization – loyalty and trustworthiness.

Meet the Team

Amie Sankey

Financial Advisor, EA, Accountant

Brianne Wolf

Accountant, CPA, Financial Advisor

Michelle Rarrat

Wealth Operations Manager

Jim Copenhaver

Accountant

Emelice Romo

Senior Accountant, CPA

Hazel Medina

Wealth Management Assistant

Dana Dorian

Administrative Assistant

Bruce Ervin

Staff Accountant

Joshua McDonald

Staff Accountant

The Founding Partner

Bill Hickey

In Memory, 1932-2021

"Share your gift. Use it for the benefit of others. Nurture and grow your gift. This will attract others to you and inspire them to begin their search for their advantage, their excellence and their gift.”

-Bill Hickey, The Irish Handbook for Success & Survival

^{Contact Us}
Reach Out
to Our Advisors

Schedule a meeting with us today to discuss your unique needs and explore how our expertise can help you navigate the path to financial success. Contact our team to set up a consultation and embark on a journey towards a secure and prosperous future.

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