HAMMOND ILES - Key Persons
Astrid began her career in the securities industry in 1993. She received her Master of Science in Business Administration from St. Michael's College in 1998 and has qualified as a General Securities Representative.
She devotes her time to investor services and caring for clients. Working closely with clients and investment companies, Astrid ensures the timely processing of investment account activities on behalf of our clients.
Astrid is an adventurer and loves nature. She and her husband, Jose enjoy visiting their daughters, and tranquil moments sailing the waters and exploring less-known areas of Lake Champlain with their ultra-cool dog, Charlie Diesel. Astrid and Jose once won 2nd place aboard their former sailboat, ‘Fresh Air' in the long distance PHRF ISS Championship Race.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- CFP
Greg Hammond, CFP®, CPA is a financial coach, author, and speaker who is on a mission to make a positive impact in people's lives. As Chief Executive Officer of Hammond Iles Wealth Advisors, and co-founder of Planned Giving Strategies® Greg leads a team of professional financial coaches that educate and empower investors to make informed, confident choices about their financial future.
As a thought leader in the fields of wealth management and charitable giving, Greg helps people think differently about money and inspires them to design the kind of life they want to live. He freely shares his extensive personal and professional experience in business leadership and the financial complexities unique to entrepreneurs with others in the community.
From retirement planning to succession planning, and implementing a donor's philanthropic plans, Greg brings with him a breadth of knowledge cultivated from over twenty years in investment management and financial services.
Greg speaks at national conferences, estate planning councils, religious and nonprofit organizations. Based on his book, You Can Do More That Matters®, he has been invited to appear on radio shows across the country. Greg co-hosted Planning for Tomorrow on CBS network WTIC News Talk 1080AM and Your Purpose Your Money on iHeart Media radio stations and as a podcast. He writes for The Street's Retirement Daily and has appeared in CNBC.com on the topic of succession planning, the Wall Street Journal on Earning an Income While Making a Gift, and the Hartford Business Journal Nonprofit Notebook for Planned Giving.
A graduate of Miami University with a B.A. in Accounting, Greg is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Public Accountant.
As an active philanthropist, Greg is well-known among nonprofit, faith-based, and charitable organizations for his generosity and advocacy on legacy giving. He supports the community through sponsorships, board, and committee involvement. Greg and his business partner, Scott Iles offer an annual gift matching program to benefit CT Children's Medical Center and local nonprofits focused on health and food insecurity.
Greg enjoys golf, hiking, running, and sampling local craft beers. He lives in West Hartford, Connecticut with his wife, Karen.
Jean joined Hammond Iles Wealth Advisors in March 2022 as a Client Care Specialist. She believes clients deserve the highest standard of care and is committed to answering your questions and service requests in a timely and thorough manner.
Jean loves to help people. She deeply appreciates the many long-term relationships we've forged with our clients and goes above and beyond to help our clients and our team.
Jean began her career in operations and customer service as a Member Service Specialist Supervisor for Nutmeg State Federal Credit Union. She is a graduate of University of Hartford, with a degree in psychology and liberal arts. When Jean is not in the office, you'll find her enjoying time with her son on one of their many adventures.
Job Titles:
- Financial Coach, Portfolio Manager
- Wealth Advisors As a Client Relationship Manager
Kevin Iles helps people break the taboo of discussing money, debt, salary, and personal finances. As a financial coach for families, he is motivated to empower his generation with the tools and support needed to take control of their finances and achieve their goals.
Kevin joined Hammond Iles Wealth Advisors as a Client Relationship Manager in August 2018 and transitioned to Financial Coach and Portfolio Manager. As a member of the Investment Management Committee, Kevin provides comprehensive fund research, trading, and researches new ideas and best practices within the industry.
Kevin began his career at the Vanguard Group in Malvern, PA as a Brokerage Investment Professional assisting clients with their unique investing needs. Prior to that, he worked for the Pittsburgh Penguins partnership marketing and sales team assisting corporate partners and creating fun fan experiences with game day promotions. Kevin has also mentored with his father, Scott Iles here at Hammond Iles for 4 years and served as a finance and research intern for Aligned Wealth Capital.
Born and raised in Connecticut, an early affinity for people and economics drew Kevin to pursue a career in finance and investing. He is a Cum Laude graduate of the University of Pittsburgh with a Bachelor of Science in Finance and Marketing. He holds series 7 and 63/65 certifications and is a Chartered Financial Analyst (CFA) Level 2 Candidate.
When he isn't hard at work helping the Hammond Iles community, you'll find Kevin at home with his fiancé Lizzie and their dog, Oakland, or travelling far and wide to attend Pitt Panther's football and basketball games.
Job Titles:
- Senior Administrative Specialist
In 2022 Linda celebrated her 20-year work anniversary at Hammond Iles. In 2017, Linda migrated to working remotely and is loving life in Los Angeles! She lives less than two miles from the beach and enjoys going to the theater, concerts, and museums.
Linda touches every aspect of our day-to-day operations. She honors Hammond Iles with unwavering professionalism, poised courtesy, and devotion. She is responsible for preparing and processing all electronic account applications and agreements. She also monitors the company's web-based software to ensure that all information is input, updated and accurate. Attention to detail is Linda's forte, and because of that, our behind-the-scenes operation runs smoothly.
Mary joined Hammond Iles Wealth Advisors in September 2017 and is a graduate of the University of Connecticut with a degree in American Studies and Political Science.
Mary leads the Client Journey Experience team and is always finding new and creative ways to improve our client experience. She manages our client onboarding process and helps coordinate client requests with the Hammond Iles team. Currently, Mary is studying to be a financial planner and is taking classes through Boston University.
Mary lives in Coventry, CT with her husband, Nick and their two rescue dogs, Penny and Chip. In her free time, Mary can be found cooking healthy food, running, exploring new hiking trails with her dogs, and enjoying sunny days at the beach.
Michael works to build, maintain, and strengthen client relationships and help answer account questions and inquiries on behalf of clients.
Michael joined Hammond Iles in July 2021. He began his career as a financial representative at Foresters Financial, and his prior positions include Outreach Rep for Trinity and 401k Analyst with USI Consulting Group.
Michael holds a Bachelor of Arts in Economics from the University of Connecticut. Besides his love for helping people, he enjoys working hard, sports and travel.
Job Titles:
- President, Financial Coach
Scott Iles has over 25 years of experience in the financial services industry. As a financial coach, he guides families to align their money with their purpose then plan and invest to live a life they love.
Scott is a caring and patient guide for families and has extensive experience in investing, retirement and financial planning. His reassuring presence helps make investing and complex issues such as long-term care, Social Security, and life insurance easy to understand.
Scott began his career in 1987 as a Senior Sales Consultant with The Hartford Insurance Company. In 1997 he joined Webster Bank as an Investment Representative and Branch Manager. In 2001, Scott transitioned from a client service position with Bankers Life and Casualty to Kelly Financial Group, an independent retirement planning firm.
With a goal to educate clients and put their interests before anything else, in 2005 Scott and his colleague Greg Hammond, CFP®, CPA became business partners, acquiring Kelly Financial Group from its founder, Walter J. Kelly, Jr. Scott became a managing member and Vice President. Greg and Scott made a smooth transition without losing a single client. In 2012 Kelly Financial Group changed its name to Hammond Iles Wealth Advisors and continues to grow and flourish serving three generations of families.
Scott has co-hosted over 80 episodes of Your Money, Your Purpose radio show and podcast where he helps listeners dive deep into all things money. He holds a degree in finance and is a Magna Cum Laude graduate of Naugatuck Valley College, Waterbury, CT. Scott is an avid sports fan and enjoys the occasional golf or fishing outing. He contributes locally through Hammond Iles annual gift matching program to benefit CT Children's Medical Center and local nonprofits focused on health and food insecurity.
Scott lives in Wolcott, CT with his wife Melissa. They have two sons, Kevin who is also a financial coach at Hammond Iles and Christopher who attends University of Vermont.
Stephanie is devoted to providing exceptional client care. She seeks to give everyone a positive experience at Hammond Iles by answering questions in a timely manner, helping clients understand technology updates, and easing any discomfort by providing reassurance that our entire team is here to help.
Since joining Hammond Iles in May 2022 as a Client Care Specialist, Stephanie has become an integral part of our team. She carefully books client appointments, assists with account processing, and monitors information to be sure it is secure and accurate.
Stephanie studied at Northern Virginia Community College. She began her career in the medical field as a receptionist for a specialty office. Later, she served as a patient advocate for a large group in North Carolina. In 2018 Stephanie transitioned to a pediatric urgent care receptionist role, followed by a Medical Assistant position in a primary care office.
Stephanie loves the warm summer months in Connecticut where you can find her at the beach enjoying time with her two children, family, and friends.
Each day when she comes to work, Tara loves knowing that she helps people pursue financial success so they can fulfill their dreams.
Whether you call, e-mail, log into our website, or meet with one of our team members, Tara creates the ‘behind the scenes' processes to ensure your experience is productive and easy.
Tara believes that your financial future is in the most caring hands as a client of Hammond Iles Wealth Advisors. She ensures your requests are met promptly and accurately by her experienced and long-standing team.
Tara earned her CPA while working at Price Waterhouse Coopers after graduating from Fairfield University with a B.S. in Accounting. Over the course of her career, she's spearheaded using new technology to help people communicate easier and streamline our clients' investing experience. Maybe her inspiration came from working for BBN, a pioneer internet company founded by three MIT graduates who sent the very first successful e-mail!
Outside of work, Tara enjoys golf, swimming, and skiing with her husband and three children.