Broker Check

CCM Team

Patrick J. Hart

CERTIFIED FINANCIAL PLANNERâ„¢

904-478-5413

PH@ConciergeCap.com

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...
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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,...

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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...
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Gwenn Hawes

Executive Assistant to Rick Hawes

Jennifer Stone

Executive Assistant

904-478-5413

Jen@conciergecap.com

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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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...
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