Background and Experience

As the founding member of Hildenbrand & Funkhouser Private Wealth Group, I have had the privilege to serve as a Private Wealth Financial Advisor to families, individuals, and institutions for more than 25 years. My true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it for today and for future generations.

I take a comprehensive approach to investment planning and examine every element of a client’s financial life, including debt management, cash reserves, insurance, estate investment planning and tax implications.

I started my career with Morgan Stanley before moving my practice to Wells Fargo Advisors in 2006. In 2009, I earned the CERTIFIED RETIREMENT COUNSELORTM designation (CRC®). As a CRC® professional, my advanced training focused on retirement planning, behavioral finance, risk and return, portfolio construction, and the consulting process.

I have received numerous industry distinction over the years including but not limited to:

Hildenbrand & Funkhouser Financial Consulting Group of Wells Fargo Advisors was named one of 2026 Forbes Best-In-State Wealth Management Teams; Awarded January 2026.

Data compiled by SHOOK Research LLC based on the time period from 03/31/24-03/31/2025 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025.

Data compiled by SHOOK Research LLC based on the time period from 6/30/23-6/30/24 (Source: Forbes.com). The Forbes Best-inState Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Wells Fargo Advisors Platinum Council member.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

Prior to joining the financial services industry, I earned a Bachelor of Science in Social Sciences from The Florida State University.

Away from the office

After graduating from college, I moved to Estero, where I started my practice and met my wife, Paige. We enjoy time with our two sons Jack and Charlie, dog Mabel and other family members and friends. I am enthusiastic about travel and spending time outdoors.

Background and Experience

As a member of the Hildenbrand & Funkhouser Private Wealth Group of Wells Fargo Advisors, I have had the honor of serving clients as a licensed financial professional for over a decade. In early 2026, I obtained my CERTIFIED FINANCIAL PLANNER® certification to continue to obtain skills necessary to best serve our clients. Because of our strong commitment to serving clients, Hildenbrand & Funkhouser has been recognized as one of Forbes Best in State Wealth Management teams:  2026 award presented January 2026 based on the time period from 3/31/24-3/31/25; 2025 award presented January 2025 based on time period 3/31/23-3/31/24. All data complied by SHOOK Research LLC (Source: Forbes.com). The The 2026 Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating: 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. The 2025 Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

Prior to my work in the financial services industry, I obtained my bachelor's degree from Purdue University in 2007. I completed my coursework for my CERTIFIED FINANCIAL PLANNER® certification at Florida State University in 2025.


Away from the Office

I am originally from Central Indiana, but my wife, Stephanie, and I have lived in Naples, FL since 2011. Stephanie and I have two daughters, Addison, and Kendall. We enjoy spending time with our young family and the extended family that live in the area.

I am a big baseball fan, as well as an avid follower of my alma mater, Purdue University athletics. In my spare time I enjoy playing golf, fishing and DIY home projects.

With over two decades of experience in financial services, I have dedicated my career to helping clients with their financial needs. Since joining Wells Fargo Advisors in 2015, I have combined my exceptional customer service skills with a keen attention to detail to support our team and our clients effectively.

As a Senior Registered Client Associate, I hold FINRA Series 7 and Series 66 licenses, along with Life, Health and Variable Annuities licenses. My role involves managing the operational side of the business, allowing our financial advisors to focus on building lasting relationships with clients. I take great pride in fostering deep connections and ensuring that each client feels supported and understood.

Originally from Ann Arbor, Michigan, I moved to Florida in 1995, where I enjoy all the sunshine state has to offer. In my spare time, I indulge in riding my motorcycle, kayaking, cultivating orchids and gardening. My passion for helping people extends beyond the office, as I believe in nurturing both personal and professional relationships.