Hillard Wealth Solutions Group
We are a team of trained and tested wealth management professionals that are passionate about helping you achieve your unique financial objectives. With individuals in their 20s on up to their 60s bound by a shared entrepreneurial spirit, social values and commitments to our clients and community, we are perfectly positioned to help you grow, enjoy and build your legacy. Please contact us today to learn more about us and to discuss how we can be of service to you.
Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus
David has helped clients navigate turbulent financial markets since 2000. Prior to serving clients at RBC Wealth Management, he was a branch manager and financial advisor at another global wealth management firm. David helps families, businesses and nonprofit organizations implement and maintain wealth strategies for growth, protection and transfer.
He is a past chairman of the South Dakota Investment Council, one of the top public pension plans in the country that managed nearly $13 billion for 77,000 current and past South Dakota public employees. David has been recognized as one of Barron’s Top 1,200 Advisors in the USA since 2019 and by Forbes/SHOOK as a Best-In-State Wealth Advisor since 2021. David has been the branch director for the Rapid City office of RBC Wealth Management since 2009 and a frequent regional and national RBC strategy forum speaker. He passed the Series 7, 9, 10, 31 and 66 securities exams and holds life and health insurance licenses.
David holds a Bachelor of Science degree in political science with merit from the U.S. Naval Academy, where he was second in command of the Brigade of Midshipmen and also earned the Draper L. Kauffman Leadership Award. He was a Naval Aviator and also served as a Mine Countermeasures Tactics Instructor.
A past-president of the Rapid City Economic Development Partnership and a past-president of Working Against Violence, Inc. David and his wife, Carla, are members of World Vision’s National Leadership Council, working to end extreme global poverty. They have six children and seven grandchildren. In addition, they have two non-shedding hypoallergenic dogs, Hudson and Finley. Hudson is an Australian Labradoodle who will fetch tennis balls until he collapses and Finley, a Mini-Goldendoodle, who loves to eat dead things and has the breath to prove it. Away from work, David enjoys kite surfing, mountain biking and flying.
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Lori joined RBC Wealth Management in 2000 and merged her team with the Hillard Wealth Solutions Group in 2016. Lori previously worked at EF Hutton, Smith Barney and Blunt Ellis & Loewi since 1982.
Lori excels at working with high-net-worth individuals, families and small businesses to help them achieve their financial goals through the growth, preservation and distribution stages of their portfolios. Lori is committed to providing you with the exceptional experience you deserve.
Lori is a recipient of the RBC Wealth Management Award of Excellence, the Forbes Top Women Wealth Advisors award in 2022, the Forbes Best- In-State Wealth Advisors award in 2022 and is a member of the Women’s Association of Financial Advisors (WAFA). Lori passed the Series 7, 63 and 65 securities exams and holds life and health insurance licenses.
Lori and her husband, Bill, have six children and six grandchildren. Lori is an avid tennis player and volunteers her time with the United States Tennis Association. They have six grand dogs
Micah joined RBC Wealth Management in 2012 with a desire to help clients meet their financial goals. Prior to rejoining the Hillard Wealth Solutions Group in 2019, he spent several years serving high-net-worth families as a wealth advisor at a private wealth management firm in Boston, Massachusetts.
Today, Micah takes a customized approach, integrating detailed wealth planning strategies with tailored investment portfolios to meet your unique needs.
Micah graduated from Bentley University in Waltham, Massachusetts, where he earned a Bachelor of Science in economics and finance. Realizing that our financial system is globally interconnected, Micah also studied abroad in Italy. In addition to his academic success, Micah was a member of the Falcons, Bentley’s NCAA Division I ice hockey team. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016. He also passed the Series 7 and 66 securities exams, and holds life and health insurance licenses.
Micah and his wife, Courtney, have two daughters, Rosie and Olivia, and a son, Charlie. Outside of work, he loves to spend time with his family, golf, travel and catch-up with friends. He doesn’t have any dogs, but dogs like him.
Senior Financial Associate
Gary joined RBC Wealth Management in 2020 and the Hillard Wealth Solutions Group in 2021. Previously he worked in the trust services division of a global bank.
He helps bring clarity to your financial picture by creating strategic wealth plans and leveraging RBC’s data aggregation tools. With a strong attention to detail, he also assists with order entry for clients. Gary is always ready to assist you with contributions, withdrawals and other administrative needs.
Gary graduated from Drake University in Des Moines, Iowa, with a degree in finance. He passed the Series 7 and 66 exams and holds life and health insurance licenses. To provide detailed investment and financial planning guidance, Gary earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant designations.
Gary is married to Sara, who is pursuing her Doctor of Physical Therapy degree. Together they enjoy studying, spending time outdoors and cooking for friends and family. Gary and Sara are active in their church community where Gary serves as a worship leader. No dogs are in their lives, yet.
Associate Vice President, Senior Financial Associate
Michelle joined the Hillard Wealth Solutions Group at RBC Wealth Management in 2011 and worked in the financial services industry with a national wealth management firm since 1994.
Michelle focuses on providing clients with exceptional service and executes on many of the most complex operational functions involved with estate planning services, charitable giving, security transfers, Rule 144 transactions, retirement plans, investment operations, and new client onboarding. With her extensive financial industry experience, Michelle has a wealth of knowledge and takes pride in providing you with prompt, personalized service.
Michelle graduated from National American University with a Bachelor of Arts in business administration and passed the Series 7, 63 and 65 securities exams. She has earned RBC Wealth Management’s Award of Excellence multiple times.
Michelle and her husband, Paul, enjoy fishing, golfing, traveling and spending time with friends and family. They have five grandchildren and enjoy watching their volleyball and football games. They are members of the South Dakota Walleye Association and founding members of the Blaine County Area Community Foundation.
Senior Client Associate
Brandy joined the Hillard Wealth Solutions Group at RBC Wealth Management in 2020. Previously, she worked in the financial services industry for more than 20 years with two different regional banks. Brandy has served clients in a multitude of roles, including as a personal banker, consumer lender, commercial loan assistant and branch manager.
Brandy’s banking and lending background will help her quickly resolve your cash flow and borrowing needs. She also helps keep your RBC WealthPlan up to date to help you stay on track and meet your financial goals. Brandy cares deeply about each and every client and strives to make sure your needs are met and that problems are solved in a timely and thorough manner. Brandy attended Black Hills State University.
Brandy has two children, Claire and Colin. In her free time, she enjoys exploring the Black Hills, hiking, camping and reading. She has a mixed breed puppy, Luna, who eats everything and listens to no one.
Amy joined RBC Wealth Management and the Hillard Wealth Solutions Group in 2022. Prior to taking care of clients at RBC, Amy was a production manager at a regional mortgage company and worked in the finance, health care and insurance industries.
Amy delivers excellent service and can assist you with new account opening, fund transfers, account transfers to RBC Wealth Management, tax reporting forms and scheduling your periodic financial plan and investment reviews. She loves solving your matters with quick and personalized care. Amy attended National American College of Business and studied accounting.
Amy has two children, Tyler and Jordan. In her free time, she enjoys exploring the Black Hills, going to the lake, playing darts and bowling. She has two very different dogs: Luna, a Shar-Pei that hunts snakes, and Harley, a Shiba Inu rescue dog with a ton of attitude.
Branch Service Manager