About HMS Capital Management

As Chief Investment Officer, Angie helps clients both grow and protect their wealth. She focuses her 22 plus years of investment experience on building portfolio strategies that allow our clients to be invested to have Wealth Without...

As Senior Portfolio Manager, Bryan helps clients implement their wealth plan by developing an investment strategy designed to meet their long term goals. After spending the last 30 years of his career working with families and...

As President of the firm, Dana focuses her 25 plus years of investment industry experience on helping clients understand complicated financial concepts and create their own plan for Wealth Without Worry. As a serial entrepreneur, Dana...

As a founding principal, George is committed to building successful relationships with our clients. With a lifelong passion for philanthropy, George has served on countless non-profit boards and understands the needs and challenges of...

Jeff may be the member of the HMS team that most clients have the least interaction with but he is a key factor in the success of the relationship. As Chief Operating Officer of the firm, Jeff’s focus is on running the day to day...

As Director of Business Development, Phil is often one of the first people you will meet at HMS. His focus is on developing and nurturing lasting relationships with current and prospective clients and their families to help them...