who will be working hard for you

HWC President and Founder

Vance Boucher

HWC President and Founder

Vance Boucher

Vance is his name – clarity is his game. Give him a conundrum and he’ll break it down in no time flat. This guy loves a good challenge. He lives for working out the kinks and zeroing in on a solution to any problem you put in front of him.

Bonus fact: He’s our resident techie, so if you’ve got a computer question, chances are he can suggest a great solution or point you in the right direction.

Around the office, he can be heard saying: “Have you tried Google?” (he likes to encourage us to be problem solvers too!)

When he’s not at work: he can be found on a tennis court or fishing boat.

HWC Managing Partner, CFP®

Matt Mellier

HWC Managing Partner, CFP®

Matt Mellier

Matt has attention to detail that’s second to none. He’s thoughtful and methodical in his approach.  We can always count on him to consider each situation with empathy and we trust that he’ll look at every angle before drawing a conclusion.

Bonus fact: He’s our human calculator, if you need a quick percentage solved on the fly, he’s your man….go ahead, try him.

Around the office, he can be heard saying: “Have we taken care of _________?” (he likes to follow up to make sure we’re dotting all the I’s and crossing all the T’s)

When he’s not at work: he can be found on a golf course, following sports, or travelling  with his wife Amy.

Financial Advisor

Jim Eckley

Financial Advisor

Jim Eckley

Jim is our “social animal!” He loves being active in the community and is comfortable in front of a big crowd. What we most admire, though, is his ability to connect one-on-one… he really listens. His philosophy is to “listen first then figure out a path forward,” asking questions and finding clarity before offering advice.

Bonus fact: Jim loves music! He is a live jazz aficionado and supports local artists at venues around Ventura County.

When he’s not at work: he can be found cheering for his Ohio State Buckeyes or taking part in community events such as the California Jazz & Wine Fest (he’s a founding member!).

Operations Manager

Cathy Casden

Operations Manager

Cathy Casden

Cathy’s superpower?  Laser focus on follow through. If you want something done right the first time, go to Cathy.  And with all of that focus, she still manages to answer the phone with a smile….we’re not sure how it’s even possible, but you can hear her smile! Sometimes we’ll just ring her extension to get a mood booster. In a word, she’s indispensable.

Bonus fact: Since her daughter’s diagnosis with Type 1 Diabetes, she has been a tireless advocate for finding a cure and offering support to other families dealing with the disease.

When she’s not at work she can be found at the ice skating rink cheering on her daughter Olivia or organizing support groups and fundraising for a cure for Type 1.

Client Service Expert

Kathy Smith

Client Service Expert

Kathy Smith

Kathy is the heartbeat of our Ventura office. She’s the ultimate “people person” and has the ability to put everyone at ease. She loves the small town feel of Ventura and is dedicated to creating that same warm and welcoming feeling in our office. We love her for her willingness to take on all of the new technology we keep introducing in the office.

Bonus fact: She’s a confessed “shopaholic” and because of this is always outclassing us in the fashion department.

When she’s not at work: she can be found shopping (of course!), enjoying a glass of wine with her husband Bob or spending time with her extended family (hard to believe, but Kathy is a great-grandmother!).

Experience Specialist

Julie Whitmer

Experience Specialist

Julie Whitmer

Julie likes to describe her job as “all the fun stuff” – planning fun social events and creating marketing pieces that reflect the HWC style. She also loves organizing projects and working on processes to streamline our workload. Upbeat and positive, she can be counted on to describe the cup as half-full.

Bonus fact: If you need tips on moving, she’s your girl.  Her husband’s job has required them to move four times in the last 10 years.

When she’s not at work: she can be found at the LA Coliseum cheering on the Trojans (together with her mom she’s had USC season tickets for over 25 years) or “making memories” with her husband Scott and son Drew.

Administrative Support Specialist

Ross Eckley

Administrative Support Specialist

Ross Eckley

Ross is our “action-man”…if we need help on just about any project, he’s our go-to guy! We rely heavily on his willingness to offer support to everyone here at HWC. We also appreciate his attention to detail and meticulous note taking skills.

Bonus fact: He’s a black belt in the Korean martial art Tang Soo Do!

When he’s not at work: he can be found at school taking courses in business and leadership or teaching martial arts. His focus in the near future is to earn his pilot’s license.

The conversation starts here.

We like to team up with extraordinary people. People who are inquisitive about and really care for the folks they work with. Experienced advisors who get that being part of a fast-growing, visionary company enhances the value of what they do.

Join Our Team