A graduate of San Diego State University, Dan began his accounting career in 1991, and has developed a specialization in financial and tax planning for high net worth/income individuals, their related businesses, and investment interests. Dan frequently lectures on financial and retirement planning strategies and holds a Series 65 license – Investment Advisor Representative.

Along with his duties at HC Advisors, LLC, Dan is also a Senior Partner at our affiliate accounting firm, HDWK, LLC.

Dan’s personal achievements include his being the starting quarterback for the University of Maryland, where he set all single season passing records. Dan was also briefly active with the New England Patriots and the International Football League.

Lily Hsieh joined HC Advisors in December 2015 as our Operations Manager. Formerly with Harvest Oak Capital and SunTrust Investment Services, Lily has over 10 years of experience in the Wealth Management industry. She brings a strong background in Client Service and Operational skills. Lily is a graduate of Georgia State University with a degree in Finance.

Lily's outside interests include cooking and traveling.

Kelly joined HC Advisors as an Investment Advisor in January 2017 and holds a Series 65 license -Investment Advisor Representative. She is also the Managing Tax Partner of our affiliate accounting firm, HDWK, LLC where she specializes in tax planning for businesses and high net worth/income individuals.

After receiving her Masters of Taxation degree at Georgia State University in 1992, she began her accounting career with KPMG, LLP., a ``Big 6`` accounting firm. While there, Kelly worked with officers and shareholders of companies ranging in size from entrepreneurial to Fortune 500 companies.

In her spare time, Kelly enjoys travelling, diving, running and spending time with her two children.

Drew joined HC Advisors as an Investment Advisor in January 2019. He is also a Tax Manager, Certified Public Accountant and Certified Financial Planner with our affiliate accounting firm, HDWK, LLC since 2016. After receiving his Bachelor’s of Science degree in Business Administration from the Georgia Institute of Technology, Drew began his career as a member of the trading team of an Atlanta money management firm specializing in its wrap asset program.

In his free time, Drew enjoys weight lifting and reading.

Joe joined HC Advisors as an Investment Advisor in 2020. He was formerly with Morgan Stanley Wealth Management and has spent over 20 years in the Financial Services industry. Joe has held investment banking and financial advisory positions with Morgan Stanley, Merrill Lynch, Royal Bank of Canada, and Wells Fargo Securities over his career.

He earned an MBA from the University of Chicago Booth School of Business (1998), and an SB in Accounting from the University of Illinois (1992). Joe passed the CPA exam in 1992 and worked as an accountant with Deloitte and Sara Lee Corporation prior to getting his MBA. He holds a Series 65 license and focuses on financial planning and advanced investment management with entrepreneurs, business owners and executives, as well as private investors seeking a boutique yet comprehensive approach to financial management.

Maria joined HC Advisors in August 2018 as our Operations Associate. She graduated from the University of Georgia in May 2017 with a Bachelors of Science in Financial Planning. While completing undergraduate studies, Maria interned as a financial service provider at the ASPIRE Clinic in Athens, GA and provided tax services through the Volunteer Income Tax Association (VITA).

Outside of work, Maria loves spending time with her family and friends and enjoys traveling.

Lauren joined HC Advisors in September 2022 as our Operations Associate. She is originally from Tallahassee, FL and graduated from Florida State University with a Bachelor of Science in Retail Entrepreneurship. Prior to joining HC Advisors, she worked in operations at a civil engineering firm.

Outside of work, Lauren loves being active, listening to podcasts, and spending time with her friends and family.