Meet Our Team Michael J. Hull, CFP ® Founding Principal, Wealth Advisor (615) 896-1181 [email protected] 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, CPA/PFS Wealth Advisor (615) 896-1181 [email protected] 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.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 American Institute of Certified Public Accountants (current Investments Committee member and PFS™ Exam Technical Task Force member); 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 a Diplomat for the Rutherford County Chamber of Commerce, and is a graduate of Leadership Rutherford.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 [email protected] 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, two dogs and one duck. 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. Amy Jordan Client Services Associate (615) 896-1181 [email protected] Amy joined Hull Wealth Management in late 2015. Amy's primary responsibility is ensuring that we are delivering an exceptional client experience which she accomplishes with a high level of accuracy and attention to detail in her daily operational duties. She has over 15 years in customer service experience and has worked in a wide variety of office administration environments, with responsibilities in general operations, program development and supervision, case management, legal assisting, sales, fundraising, and community networking. Amy also operated a small independent business for several years. She enjoys being detail-oriented, organized, and solution-focused. Although a native to Murfreesboro, Amy received a Bachelor of Arts in Sociology from Western Kentucky University. Micah Hull Assistant Financial Planner (615) 896-1181 [email protected] Micah joined Hull Wealth Management in February 2016 as an Assistant Financial Planner. He has a B.S. degree in Finance from Middle Tennessee State University. His professional background includes experience working with UBS in their client resolution department. Since starting with Hull Wealth Management Micah has completed both life and health insurance certificates. He works closely with Mike on Financial Plans for new and existing clients.Micah enjoys traveling, playing sports, and investing in the younger generation. He has participated in mission trips and is actively involved with the youth program at his local church.