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Our Team

Investment management generally works best where there is an atmosphere of mutual trust and communication. HWM is not a big, impersonal company where you are just another account number. We’re small enough for you to get to know us personally, and we encourage you to do so.

Gary D. Halbert

Gary D. Halbert

Founder

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Phil Denney

Phil Denney

Investment Advisor

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Spencer Wright

Spencer Wright

Investment Advisor

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Henry Rohlfs

Henry Rohlfs

Vice President

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Debi Halbert

Debi Halbert

Chief Financial Officer

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DoRae Shipman

DoRae Shipman

Client Services Administrator

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About HWM

HWM was founded in 1995 and is based in Austin, Texas. Our goal is to provide our clients investment strategies that provide “absolute returns” – growth regardless of market conditions. We are an independent investment advisory firm. That allows us the flexibility to reject Wall Street’s conventional buy-and-hold philosophy and seek out investment opportunities with the goal of lower risk and consistent returns.