Meet Our Team Michael J. Hull, CFP ® Founding Principal, Wealth Advisor (615) 896-1181 firstname.lastname@example.org Mike is passionate about helping others make a greater impact in their lives and the lives of their families. He has advised hundreds of individuals, families, and business owners on investment strategies, transferring wealth to the next generation, building a legacy reducing taxes, and protecting the value of their estates. He helps HWM clients establish what is most important, then pursue those goals toward preserving and growing their wealth. Mike has over 30 years of experience working as a wealth advisor and business owner. He is a small business advocate and enjoys working with small business owners in financial planning for not only their businesses but their families. Mike’s professional memberships include the Financial Planning Association (FPA) and he holds a Certified Financial Planner™ designation.Mike lives in Murfreesboro, TN with his wife Carol and they have two adult children, Michelle and Micah. Mike enjoys traveling, cycling, and riding in his Jeep. Gabe Helms, CFP®, CPA/PFS Wealth Advisor (615) 896-1181 email@example.com Gabe provides tax-sensitive investment advice, retirement planning, and financial services to individuals, families, and closely held businesses. His interest in financial markets started at the age of 6 when he first began voting and signing proxy statements for stocks that he received from his great grandfather.Gabe joined Hull Wealth Management in 2016 after a 20 plus year career in public accounting in Middle Tennessee. Most recently he formed a certified public accounting firm in 2008 and sold the firm in 2015. That firm experienced an average annual growth rate of 25% per year. In 2017, he was awarded the Personal Financial Specialist (PFS™) credential by the American Institute of Certified Public Accountants, and in 2020 he obtained the Certified Financial Planner™ designation.Gabe is a 1994 graduate of Troy University with a B.S. in Accounting and is a Tennessee licensed certified public accountant. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants (current Investments Committee member and PFS™ Exam Technical Task Force member), and the Tennessee Society of Certified Public Accountants (current Scholarship Committee member, former Federal Tax Committee member and State Tax Committee member).He also serves as a board member and Treasurer of the Domestic Violence and Sexual Assault Center, is the Development Committee Chair for Nourish Food Bank, and is a graduate of Leadership Rutherford. Gabe served as a Diplomat for the Rutherford County Chamber of Commerce from 2016-2018.Gabe has been married to Rachel since 2011 and they enjoy spending time with their daughter, traveling and being amateur “foodies”. Gabe also enjoys reading, hiking, kayaking, and canoeing. Lori A. Cuneo, FPQPTM Business and Relationship Manager (615) 896-1181 firstname.lastname@example.org Lori Cuneo, FPQP, joined Hull Wealth Management as the Business and Relationship Manager in 2009. Responsible for managing daily operations and assisting with marketing and client services, Lori is focused on delivering the highest level of client support, strategic development and continuous improvements in order to optimize the client experience and everyday success of the firm.After earning her Bachelor of Business Administration and Management from Middle Tennessee State University, Lori spent ten years working in the staffing industry where she managed commercial client accounts, client development, and ensured compliance in human resource policies and procedures. She received her Registered Paraplanner designation in 2013 which is now recognized as the FPQPTM . Her professionalism, dedication and insight is invaluable to the day- to-day success of both the firm and its clients.A Murfreesboro native, Lori lives in Lascassas, Tennessee with her husband, two daughters, and two dogs. She spends her free time with family, reading, hiking, and vacationing on the beach. Lori’s current favorite hobby is supporting her daughters in their travel soccer, cross-country, track and field, and horseback riding teams. Sarah Traughber Client Services Associate (615) 896-1181 email@example.com Sarah assists our advisors with the new client on-boarding process as well as a wide range of administrative and operational support responsibilities. Prior to joining HWM, Sarah worked for a local small business where she was an integral part of the tremendous growth that they experienced over her six years as their Senior Office Supervisor.Sarah’s connection with our clients, her drive to solve problems, and her passion for helping others makes her a great addition to the HWM team. Originally from Murfreesboro, Sarah now lives in Christiana with her husband, two sons, and Athena their pooch. She enjoys spending time outdoors with her family, traveling, trying new restaurants and cuisines, and reading classic novels in her free time.