At HFG Trust, people come first—and that starts with building a team you can count on. Our staff is composed of Certified Financial Planners™, wealth planners, and finance professionals from diverse backgrounds, united by a shared commitment to the community we serve.
Curating a Team You Can Trust
Behind every budget is a story, and behind every goal is a deeply personal journey. Whether you are planning for retirement, saving for a home, or breaking ground on a new business, our financial wellbeing should never be transactional. That is why we’re here—not just to offer tools or advice, but to walk alongside you, with real support and empathy.
At HFG Trust, you won’t simply be handed a plan—you will be cared for by a Certified Financial Planner™ supported by a team of finance professionals selected not only for their expertise, but their character. Together, they work in harmony to serve you with integrity and intention.
Here, you’ll experience the personal attention of a boutique firm, supported by the depth and knowledge of a trusted financial institution. Because the guidance you receive should reflect your unique needs, thoughtfully crafted for the life you want to build.
Our Advisory Team
Anthony Smith, CFA, CFP®
Financial Advisor, Tri-Cities, WA
After nearly two decades in the financial industry—working in New York City and Seattle—Anthony returned home to the Tri-Cities and joined HFG Trust in 2019.
Ben Messinger, CFP®
Financial Advisor, Tri-Cities, WA
Ben has dedicated his entire career to professional financial planning and wealth management, joining HFG in 1997 as the firm’s first advisor alongside founder Ty Haberling.
Brent Schafer, CFP®
Financial Advisor, Spokane, WA
After earning his degree in biology from the University of Washington—with minors in Chemistry and American Indian Studies—Brent Schafer, CFP® joined HFG in 2018.
Cody Beaumont
Financial Advisor, South Hills, CA
After gaining experience as a tax advisor for agricultural businesses in Eastern Washington and later working with startups and high-net-worth individuals in the Bay Area, Cody returned to the Pacific Northwest to bring his expertise to HFG Trust.
Garrick Russell
Financial Advisor, Tri-Cities, WA
Garrick Russell brings over two decades of experience helping individuals and families confidently navigate life’s financial decisions.
Jacob Marcusen, CFP®
Financial Advisor, Tri-Cities, WA
Originally from Kaysville, Utah, Jacob Marcusen, CFP® joined HFG in 2021, bringing with him a decade of experience in quality assurance and a deep desire to serve others in a more personal way.
John Stadsvold, ATOP, ATFA, CTFA, AEP®
Senior Trust Officer, Tri-Cities, WA
John Stadsvold, CTFA, AEP® brings nearly five decades of experience in financial services, with a career rooted in trust, stewardship, and deep client relationships.
Megan Nichols, CFP®
Financial Advisor, Tri-Cities, WA
Megan joined HFG in 2015, drawn to the firm’s fee-only, fiduciary approach and commitment to lifelong learning.
Michael Tallman, CFP®, CTFA
Financial Advisor, Tri-Cities, WA
Michael Tallman, CFP®, CTFA believes that financial success isn’t just about wealth—it’s about clarity, security, and the freedom to focus on what matters most.
Tyler Pearson, CFP®
Financial Advisor, Tri-Cities, WA
Tyler Pearson, CFP®, brings a thoughtful and relational approach to financial planning, shaped by both life experience and a deep commitment to service.
William Wang, CFP®
Financial Advisor, Tri-Cities, WA
Will Wang brings more than a decade of experience in wealth management, private business ownership, and commercial real estate to his role as a Financial Advisor at HFG.
Ty Haberling, CFP®
Financial Advisor, Founder, Tri-Cities, WA
With over four decades of experience, Ty Haberling, CFP®, Founder and Director of HFG Trust, has helped countless individuals and families define their goals, navigate financial transitions, and build strategies designed to preserve and protect their wealth.
Nick Haberling, CFP®
Financial Advisor, Tri-Cities, WA
Nick Haberling brings a deep appreciation for history, strategy, and stewardship to his work with families and business owners at HFG Trust.
K. Paul Hansen, CFP®, CPA
Financial Advisor, Tri-Cities, WA
A long-time Tri-Cities resident, Paul Hansen brings more than 35 years of experience in accounting and finance to his role as a Financial Advisor at HFG Trust.
Rick Prime, CFP®
Financial Advisor, Berkeley, CA
Rick Prime, CFP®, brings more than two decades of experience in finance and executive leadership to his role as a senior advisor at HFG Trust.
Bob Lagonegro, CFP®, CTFA
Financial Advisor, Tri-Cities, WA
Before joining HFG in 2005, Bob Lagonegro, CFP®, CTFA spent 14 years as an operations supervisor in the insurance industry, where he gained firsthand insight into risk management and long-term financial planning.
Stephen Palm, CFP®
Financial Advisor, Tri-Cities, WA
A Tri-Cities native, Stephen Palm has been helping individuals and businesses make wise financial decisions since 1998.
Support Team
Alexis Peenstra
Client Services Consultant
“When we help ourselves, we find moments of happiness. When we help others, we find lasting fulfillment.”
– Simon Sinek
Allison Smith
Senior Client Services Consultant
I am the middle child of seven, with three older sisters and three younger brothers.
Jennie Prince
Client Services Consultant
“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.”
– Ferris Bueller
Kody Borja
Human Resources Generalist
I listen to metalcore and hardcore music.
Liliya Berezovskiy
Wealth Planner
“There are no secrets to success. It is the result of preparation, hard work, and learning from failure.”
– Colin Powell
Martha Gonzalez, FPQP®
Client Service Consultant
I have flown a helicopter.
Mary Ann Goebel, ATOP
Trust Administrator
I love to play pool, golf and crochet. I am also an avid reader.
Preston Eder
Trading and Operations Analyst
I enjoy running and disk golf outside of work, but I must admit I am much better at running.
Samantha Barham, FPQP®
Client Service Consultant
“Happiness is not found in money, power, or pleasure—it’s found in purpose, connection, and service.”
– Arthur Brooks
Sam Ward
Wealth Planner
I have six sisters, zero brothers, and only daughters.
Shaina Anderson, FPQP®
Client Services Consultant
I have over 120 pairs of shoes.
Supanie Williams
Client Services Representative
“Success is not a random act. It arises out of a predictable and powerful set of circumstances and opportunities.”
– Adam Grant
Adriana Fischer
Campaign Specialist
I have an intense fear of open water.
Leadership Team
Alesha Scott
Director of Operations
I’ve traveled to 10 countries—and I did 3 of them solo! Nothing like navigating new places, cultures, and cuisines all on your own to level up your confidence and passport stamps.
Paige Powell
Marketing Manager
I tend to stress bake. It’s never pretty, but always delicious. When the flour settles, I take comfort in knowing that I accomplished something marvelous.
Drew Westermeyer
Chief Operating Officer
I make it a rule to try a new food in every country I visit—no matter how unusual.
Evelyn Ramos
Planning Service Manager
I once ran a team meeting from a ski lift (thanks, Wi-Fi!).
William Wang
CEO
I was born in Taiwan but spent the majority of my life in Australia.
Jacob Marcusen
Client Services Manager
I have 5 kids and love landscape photography.
A Culture You Can Count On
At HFG Trust, our mission to simplify life starts with the people who make it possible every day.
We’re a team grounded in shared values, where trust and service guide everything we do. Success here isn’t just about outcomes—it’s about showing up with integrity and making a difference in the lives of those we serve.
The HFG culture is rooted in collaboration and care. Here, you’ll find more than a job. You’ll find a place to grow, contribute, and make a meaningful impact.
What Makes HFG Trust Different
At HFG Trust, everything we do is designed to simplify your financial life. With a fiduciary-first philosophy and a full team of experts under one roof, we offer clarity, confidence, and continuity.
Fiduciary-First, Fee-Only Advice
Independent guidance that puts your goals first—always, with no commissions or conflicts.
Truly Comprehensive
Services
One advisory relationship for planning, investing, tax, trust, lending, and more.
Local Roots, National Expertise
Proudly based in Kennewick, serving the Tri-Cities and clients across the country.
Decades of Trusted Experience
Over 40 years of helping individuals and families simplify life and plan for what’s next.
Credentialed, Collaborative Team
Advisors, trust officers, and planners who work together to deliver truly personalized strategies.
Relationship-Driven Approach
We’re not here for transactions—we’re here to guide you for life’s biggest financial decisions.
Ready to Simplify Your Financial Life?
We’re here to listen, guide, and help you move forward—on your terms. Let’s build your financial future together.
