The 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.

David Hillard

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

605-737-5928
Email |
605-343-2631

David has been helping clients navigate turbulent financial markets since 2000. Prior to serving clients at RBC Wealth Management, he was a branch manager and financial advisor at a global wealth management firm. He helps affluent families, businesses and non-profit organizations implement comprehensive wealth growth and protection strategies. David 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. He has been recognized as one of Barron’s Top 1200 Advisors in the USA since 2014 and achieved RBC Wealth Management’s Chairman’s Council, which includes the top 150 of financial advisors in the firm, since 2011. David has been the branch director for the Rapid City RBC Office since 2009 and has been a speaker at national firm strategy forums.

David holds a Bachelor of Science degree in political science with merit from the U.S. Naval Academy where he earned the Draper L. Kauffman Leadership Award. Previously, David was the second in command of the U.S. Naval Academy Brigade of Midshipmen, a Naval Aviator and Mine Countermeasures Tactics Instructor. He passed the Series 7, 9, 10, 31 and 66 securities exams and holds life and health insurance licenses.

David and Carla have six children and two granddaughters. Three of their children are married. Cydney is in college and Camryn is the last child at home. David and his wife, Carla, are members of World Vision’s National Leadership Council which is actively engaged in ending extreme poverty of a global scale. He is past-president of the Rapid City Economic Development Partnership and past-president of Working Against Violence, Inc. In his rare free time, David enjoys kite surfing, flying and hiking with his family. 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.

Lori Keller

First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

605-737-5911
605-343-2631

Lori started serving clients in the investment industry in 1982. She worked at EF Hutton, Smith Barney, Blunt Ellis & Loewi, and finally joined RBC Wealth Management in 2000. During her over 20 year tenure at RBC, she has been working with high-net-worth individuals and small businesses to help them achieve their financial goals as well as with families who desire to build and preserve their retirement nest eggs. Lori is committed to providing each and every one of our clients with the exceptional service they deserve. Lori passed the Series 7, 63 and 65 securities exams and holds life and health insurance licenses. She also is a recipient of the RBC Wealth Management Award of Excellence, and is a member of the Women’s Association of Financial Advisors (WAFA).

Together with her husband, Bill, they have six children, four grandchildren and are also anxiously awaiting the birth of their twin grandchildren. Lori is an avid tennis player and volunteers her time with the United States Tennis Association. They have six grand dogs.

Micah Williams, CFP®

Financial Advisor

605-737-5901
Email |

Micah originally joined RBC Wealth Management in 2013 with a desire to help clients meet their financial goals. Today, he takes a comprehensive approach with clients, integrating detailed financial planning strategies with tailored investment portfolios to meet the specific needs of each client. Prior to rejoining Hillard Wealth Solutions Group in 2019, Micah spent several years serving high net worth families as a Wealth Advisor at a private wealth management firm in Boston, MA. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016. Micah also passed the Series 7 and 66 securities exams and holds life and health insurance licenses.

Micah graduated from Bentley University in Waltham, Massachusetts. While at Bentley, 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 1 ice hockey team.

Micah and his wife Courtney have two daughters, Rosie and Olivia. He has enjoyed volunteering with Rapid City’s Youth Hockey Association and the Western Wranglers AAA Summer Program. Micah and his family love to travel, spend time outdoors, attend various sporting events, and spend quality time with family and friends. He doesn’t have any dogs, but dogs like him.

Adam Haggerty, CFP®

Senior Vice President - Financial Advisor

605-737-5909
Email |

Adam has worked in the financial services industry since 2004. Prior to joining RBC Wealth Management, and Hillard Wealth Solutions Group, he worked at a regional bank’s commercial loan department and a global wealth management firm. He earned a Bachelor of Arts degree in business administration from Black Hills State University with a minor in computer applications systems management all while achieving the dean’s list. In 2008, after completing the extensive required curriculum, Adam earned the CERTIFIED FINANCIAL PLANNER™ certification. Adam also passed the Series 7 and 66 securities exams and holds life and health insurance licenses.

As a financial advisor, Adam develops customized wealth management plans and fixed income solutions based upon your objectives, resources and income needs. Adam also uses his banking experience to assist you in the management of your financial liabilities, minimizing your interest costs and maximizing your cash flow. He also focuses on family financial dynamics, working with your children and grandchildren to facilitate responsible management of inherited wealth. With proper information and education, an inheritance can move from being a one-time financial bonanza to a lasting legacy that will provide opportunity for future generations.

Adam strongly believes in giving back to his local and global community. He has served as treasurer of a local church and on the leadership council for International Students Incorporated. He is also the past president of Habitat for Humanity. When not serving his clients or the community, he loves to mountain bike on the beautiful trails of the Black Hills and surf in Florida. Adam is married to Lauren and they have five children: Eliza, Nolan, Emmett, Solomon and Toby. They have one dog, Boona, a Heinz 57 purebred.

Saundra Shaw

Branch Service Manager/Investment Associate

605-343-7720
605-343-2631

Saundra has worked in the financial services industry since 1999 and has been recognized with multiple client service awards. When you work with her, you’ll see why! Previously, she was an investigative paralegal for the senior partner of a regional law firm and has tremendous industry experience. Saundra is responsible for the group’s daily administrative functions and tempo. From start to finish, she will help fully integrate a suite of wealth management solutions into your financial life. Online account access, tax reporting, advanced gifting strategies, credit lines and equity transactions are just some of what she can do for you. Saundra will make sure that critical and time sensitive needs are met in both a personal and prompt manner. Her extensive legal background helps her make sure your accounts are titled properly through life’s changes helping to make sure that your taxes are minimized and eventual wealth transfer is optimized. She has a tremendous work ethic and sincerely wants your experience to be exceptional.

Saundra passed the Series 7 and 66 securities exams and holds life and health insurance licenses. She is married to Barry and they have two children, Kelli and Leigh. In her free time, Saundra enjoys riding her Harley Davidson, landscaping, interior design and snowshoeing with her dogs. They have three escape artist rescue dogs, Moose, Riley and Stout, all golden retriever mixes who love the outdoors.

Michelle Sterkel

Associate Vice President, Senior Financial Associate

605-343-7720
Email |
605-343-2631

Michelle has worked in the financial services industry at a national wealth management firm since 1994 and with the Hillard Wealth Solutions Group since 2011. She has also received national awards for her exceptional client service. She graduated from National American University with a Bachelor of Arts degree in business administration and she passed the Series 7, 63 and 65 exams.

Michelle’s focus is also on providing you with an exceptional client service experience. She does this through administrative support by performing critical and time sensitive functions such as new account opening, fund transfer, client education, online account access and retirement plan support. With her extensive financial industry experience, Michelle has a wealth of knowledge and takes pride in providing you with prompt personalized service and detail-oriented solutions.

Michelle is married to Paul and they have five grandchildren. In her free time, she enjoys golfing, boating, fishing, traveling and spending time with her family.

Kahle Dame

Registered Client Associate

605-737-5926

Kahle has worked in the financial services industry with a national wealth management firm since 2011 and joined RBC Wealth Management in 2016. Kahle provides you with excellent service by developing customized WealthPlans and performing risk and return analyses on your portfolio. Kahle also helps prepare comprehensive client reviews that provide you with a wealth of information on how your financial plan is progressing and the current positioning of your portfolio with the Growth and Protection Analysis.

Prior to joining RBC, she had extensive experience working with managed accounts and the handling of complex issues related to the transfer of investment assets upon the passing of a loved one.

Kahle attended Rio Salado Community College in Phoenix, Arizona, with a concentration in business and computer information systems, passed the Series 7, 63 and 65 securities exams and holds the Life and Health insurance license. Married to Kristen, Kahle enjoys camping, fishing, travel, and spending time with friends and family. They have two dogs, Lola and Lottie, a Chihuahua mix and Chow Pit Bull mix, who love to go on adventures with them.

Krista Burns

Client Associate

605-737-5907

Krista is a customer service specialist with more than 10 years of experience caring for clients. She relocated from Grand Junction, Colorado, and loves the Black Hills. Krista was also a licensed insurance specialist with a national insurance company.

Krista focuses on delivering exceptional client service, facilitating opening accounts, money movement, retirement plan support, client review preparation, WealthPlan development and ongoing client relations. She attended North Dakota State University with a concentration in accounting. Krista has passed the FINRA Series 7 exam and is currently studying for the Series 66. Krista is married to Brad and they have two children, Braden and Emma. In her free time, Krista enjoys watching multiple sporting events with a special interest in the University of Minnesota where Emma will play softball for the Gophers next fall. She also enjoys hiking, riding their Harley Davidson and spending time with her family. She has a Great Dane, Oakley, who loves to sit in small chairs.

Sami Dietrich

Client Associate

605-737-5910

Sami has an extensive background in customer service and business. In 2015, she founded, owned and operated her own online retail business that eventually grew into a brick and mortar boutique. In 2020, after several years of hard work and limited free time, she decided to close her business and begin working with Hillard Wealth Solutions Group. Sami was born and raised in South Dakota and graduated from Black Hills State University with a major in business administration. Sami helps prepare the comprehensive client reviews that provide you with a wealth of information on how your WealthPlan is progressing and the current positioning of your portfolio.

Sami is studying for her Series 7 and 66 securities exams and delivers excellent customer service to all of our clients. Sami lives with her boyfriend, DJ, and their conflicted cuddly Pitbull Frazier. In her newly found spare time, she enjoys working out, shopping, and doing outdoor activities with family and friends.

Brandy Alley

Client Associate

605-737-5903

Brandy has worked in the financial services industry for over 20 years with two different regional banks. She has served her clients in a multitude of roles including as a personal banker, consumer lender, commercial loan assistant and branch manager. She joined Hillard Wealth Solutions Group in 2020. Brandy’s background in lending will help you solve your borrowing needs with solutions like RBC’s Credit Access Line. Brandy attended Black Hills State University, holds her SD Insurance license and is studying for her Series 7 and 66 securities exams. Brandy cares deeply about each and every one of our clients and strives to make sure your needs are met and problems solved in a timely and thorough manner. Brandy has two children, Claire and Colin. In her free time, Brandy enjoys exploring the Black Hills hiking, camping and reading. Brandy has an old black lab mix, Hector, who thinks he’s a person.