Broker Check

CCM Team

Patrick J. Hart, CFP®

Certified Financial Planning professional

904-478-5413

PH@ConciergeCap.com

HI, I AM PAT AND I OWN THIS FINANCIAL PLANNING FIRM.Since 2008, I have been working in the financial services industry but switched from the Corporate world to the Retail consumer world at the end of 2017 and created Concierge Capital...

Read more

Kevin Hart

Marketing Consultant

904-478-5413

KH@conciergecap.com

Kevin brings more than 25 years of industry experience, with expertise in building and overseeing investment distribution platforms. Most recently, Mr. Hart was EVP and CMO of Oceanview Life and Annuity company. at Security Benefit,...

Read more

Elena Kopin

Director of Operations

5617503138

5617508975

Elena@Conciergecap.com

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...
Read more

Gwenn Hawes

Executive Assistant to Rick Hawes

Rick Hawes, CWS®

Certified Wealth Strategist

248.660.3934

rhawes@cambridgesecure.com

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...
Read more