Since 2000, residents of North Georgia, Eastern Tennessee and the Southeastern United States have trusted the financial professionals at Hill & Hill Financial, LLC to help guide them to and through retirement successfully.
By using a variety of insurance and investment products and strategies, we can help you develop an overall retirement income strategy specific to you and your family. We have a strong team of professionals helping ensure you receive all the assistance you need not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Meet the Hills
Morgan D. Hill | CEO and Owner
Morgan D. Hill entered the financial services industry to follow his passion for helping people protect their wealth and pass it successfully to their loved ones. Morgan recognizes that too often individuals receive inconsistent or incomplete information when preparing for their retirements. As the CEO and owner of Hill & Hill Financial, LLC, Morgan works to dispel incorrect perceptions and has a talent for taking difficult and complicated issues and explaining them in simple terms with ease.
Specifically, Morgan is known for his ability to form investment strategies for clients that help generate income they will not outlive. His focus is on managing risk, avoiding catastrophic loss and finding ways to use financial vehicles and strategies to complement his clients’ estate plans. Morgan has been told many times that his natural ability to explain things clearly and simply is a comfort to his clients and to their loved ones.
In an effort to spread his knowledge to the public, Morgan hosts a radio show titled “Retirement Straight Talk” at 10 a.m. on Saturdays on 102.3 WGOW The Talk Monster in Chattanooga. The show can be accessed on this website. Additionally, Morgan is the author of three books, including his most recent, “Building a Better Retirement.”
At Hill & Hill Financial, LLC, we hold informational workshops for the general public and also hold special private events for our clients and their loved ones. Many feature information on specific topics, such as retirement income strategies and wealth management. We strive to keep you up-to-date on issues that are important to you, your family and your financial well-being. Whenever you attend a workshop, feel free to schedule a one-on-one, no-obligation meeting to gain the added comfort that your current plan is adequate to meet your future goals.
Building a Better Retirement
In his latest book, Building a Better Retirement, Morgan D. Hill brings his many years of experience to print. In his book, he shares the four keys to building a productive retirement strategy. If you have not received a book at one of our recent workshops, contact us today for your free copy. After you receive one book, you may buy more for $15.00 per copy. A portion of the sales are donated to Alzheimer’s Tennessee.
Morgan is married to Holly S. Hill, his wife and business partner. Away from the office, Morgan is actively involved with a number of local and international faith-based organizations through volunteering and mentoring. He also enjoys traveling, reading and writing.
Holly S. Hill | CFO and Owner
Holly is a seasoned professional in the area of business management and administration and is a licensed insurance agent. As the CFO and owner of Hill & Hill Financial, LLC, Holly has spent years not only managing the day-to-day operations but also designing and updating the firm’s systems and procedures. Her main objective is to ensure the firm’s Best Practices philosophy is met with each and every situation and client.
Holly graduated from Georgia State University. She enjoys working and living alongside her husband and partner, Morgan Hill, as they work to guide clients to and through retirement successfully. In her spare time, Holly enjoys traveling, cooking, hiking and volunteering.
Meet the Team
Sarah Fuller | CFP®
Sarah Fuller is an experienced CERTIFIED FINANCIAL PLANNER™, and her boutique office has served a loyal clientele in the Chattanooga area for many years. As Sarah began to look toward her own retirement, she chose to merge her firm with Hill & Hill Financial to help her transition to pre-retirement. Sarah is an Investment Advisor Representative and a licensed insurance professional. She has also earned the Certified Income Specialist (CIS) professional designation. With the Hill & Hill support staff to assist her, Sarah is enjoying part-time retirement herself while maintaining her practice a few days a week.
Rachel J. Baker | Senior Director of Operations
Rachel J. Baker has a talent for managing and leading while providing excellent service and fulfilling client requests effortlessly. Whether processing new client investment accounts or servicing current accounts, Rachel works closely with Morgan Hill to ensure all client needs are met. A graduate of Seton Hall University and a recipient of the prestigious Horatio Alger National Scholarship, Rachel's skills and abilities are an integral part of Hill & Hill's daily operational and service success.
Tara Small | Client Services Manager
A results-driven customer service professional, Tara Small contributes to client satisfaction with her knowledge of the industry, products and get-it-done attitude. Tara’s natural ability and desire to get answers and meet deadlines is a great asset to Hill & Hill. Tara has worked in the insurance industry for many years and knows how to get answers to complicated questions. Tara manages Morgan’s appointments for all three offices and is a graduate of Western Washington University.
Joyce Cole | Administrative Assistant
If you receive a lovely handwritten card in the mail from Hill & Hill you can be sure that Joyce produced it. Before joining Hill & Hill, Joyce spent much of her career teaching, tutoring and caring for children. Her patience and care have translated seamlessly to Hill & Hill in helping with communications, administrative functions and special projects. Joyce's kind spirit and willingness to assist with all aspects of the business make her a special part of the “behind the scenes” team at Hill & Hill. Joyce received her degree from Camden County College.
Mary Demeter | Operations Manager
Mary Demeter joined Hill & Hill Financial in 2017. Before joining Hill & Hill, Mary spent over 20 years in Sales, Marketing and Management in a number of industries including transportation and retail. Mary attended Philadelphia College and holds a certificate from the School of Interior Design. Mary is an established artist and interior designer and recently oversaw the design of our Chattanooga office.
Her creative and outgoing personality along with her desire to help people transfer easily to the Hill & Hill Team as the Operations Manager for the Chattanooga office. In addition to her operational duties, Mary enjoys representing Hill & Hill Financial in the community by attending local events and outreaches. Away from the office, Mary enjoys being active in her community by singing in her church choir and spending time with her 7 adorable grandchildren. Mary works Tuesday – Friday in the Chattanooga location of Hill & Hill Financial.
Braxton O'Brien | Senior Intern
Braxton is currently studying Finance at Kennesaw State University and will graduate in May of 2018. In addition to maintaining a high GPA, he is heavily involved on his campus with 2 different fraternities and several campus organizations.
One of the things that Braxton enjoys most about his internship at Hill & Hill is the welcoming environment he receives upon arriving to work. After graduation, Braxton is planning on working in the real estate investment industry and hopes to invest in several properties to work toward a steady passive income for his future. With his maturity, professionalism and helpful attitude, we know Braxton will reach his goals during his time with Hill & Hill and beyond!