CFA Team
Patrick J. Hart, CFP®, CEPA®
President & Financial Planner
Hi, I am Pat and I own this financial services firm. Since 2008, I have worked in the financial services industry but made the switch from the corporate world to business owner at the end of 2017 and created Concierge Capital...
Elena Kopin
Director of Operations
Elena has been working in financial services for over past 30 years. Initially, she got her start in banking but eventually made the transition to retail financial advice in 2006. Elena's main responsibilities of the office are...
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Rick Hawes
Financial Advisor
Rick is firm in his belief that offering clients straightforward financial and investment recommendations are paramount to his business philosophy. To best serve his clients, Rick possesses advanced training in financial planning and...
Jennifer Stone
Executive Assistant
Jennifer's experience includes 10 years of business support services, across various industries. In our Jacksonville office, Mrs. Stone serves as the director of first impressions as well as assists with clerical tasks as they arise....
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