Bonnie Hill
Founder/ Financial Advisor
“I do everything I can to keep my clients focused on where they want to go, to advise them on how to get there and to continually remind them of the importance of maintaining a disciplined approach to pursuing their financial goals.”
I have always enjoyed solving puzzles – particularly those involving numbers. Over the years, I have also discovered that I have a passion for helping people. After graduating from Quinnipiac University with degrees in accounting and computer information systems, I became a CPA. I started my own practice, primarily working with small businesses. Tax preparation was the bulk of my practice, but many clients came to me with questions about other financial issues they were navigating, such as saving for retirement, avoiding probate, caring for elderly parents, saving for college expenses, etc.
Often, when clients would come in for tax preparation, they would bring financial documents for me to review and explain. I found that they were making costly decisions, simply because they didn’t understand their options. They weren’t aware of the instruments and strategies available to them, nor the tax consequences of their choices. No one was looking out for their best interests, financially.
Recognizing that need, I got my securities and insurance licenses in 2003. A few years later, I obtained the Certified Financial Planner™ professional designation. Finding financial planning to be personally rewarding and enjoyable, I sold the majority of my tax practice and now focus on helping my clients set financial goals and implement the strategies necessary to achieve them. I especially enjoy putting the pieces of the financial puzzle together in coordination with the other trusted professional advisors in my clients’ lives, such as attorneys and CPAs.
“I am an Accredited Investment Fiduciary and hold FINRA Series 7 and 66 licenses. I have also been named a Five Star Wealth Manager three years in a row and have been featured in Connecticut Magazine as one of the outstanding wealth managers in Connecticut.”
Donna Buchanan
Financial Advisor
Donna holds FINRA Series 7, 63, and 65 securities licenses along with life, health and annuity insurance licenses. Equal to her passion for her clients is Donna’s passion for her three daughters – Lexi, Savannah, and Kristina. Balancing work and family has given Donna firsthand experience in the challenges of modern parenthood.
With the family grown, Donna’s primary focus now is serving her clients and supporting her team members – she is fortunate to work alongside such a talented team at Hill Financial Services.
Donna earned a bachelor’s degree from Washington College and a master’s degree from Loyola University. She continually seeks new education opportunities, and is pending a cumulative exam with the College for Financial Planning to earn the Certified Financial Planner™ professional certification.
Joselyn Cossentino
Office Manager
Joselyn is our office manager and holds the Wealth Management SpecialistSM designation. However, her title does not accurately reflect all she does for Hill Financial Services. Joselyn handles our bookkeeping, accounts payable, and coordinates all our client events. She is the epitome of a team player and most often the friendly voice our clients and prospective clients hear when they call the office.
Joselyn is licensed to offer life and health insurance, and is pursuing her securities licenses to further expand her role on the team.
Outside of Hill Financial Services Joselyn enjoys relaxing with her husband Angelo and their three amazing children Natalie, AJ, and Ethan.
Kathi Morlock
Operations Manager
Kathi is an intricate part of our operational functions and continued growth of Hill Financial Services. She earned a Bachelor of Science Degree in business administration from Towson University and holds the FINRA Series 6 License. Kathi has a vast array of knowledge from working in trust operations in banking, accounting in real estate, being a licensed realtor, as well as leadership in daily operations of wealth management.
Kathi is a member of the Operations Advisory Council at our independent broker-dealer, Cambridge Investment Research, Inc. The advisory council interacts directly with Cambridge’s Operations Department as an advocacy group for Cambridge financial professionals. They engage directly with Cambridge’s senior leadership in addition to acting as an advance test group for innovative features offered by the independent broker-dealer.
In her spare time, Kathi enjoys running and biking and spending time with family and friends.
Makenzie Molina
Office Assistant
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks.
Makenzie joined the Cambridge Source Office Assistant program in August 2023 and has been with Cambridge since 2017. Makenzie specializes in assisting financial professionals with account management, reporting and planning, communication, and client management. Makenzie is a Certified Six Sigma Yellow Belt and has acquired the firm’s Platinum Customer Service Excellence certification.
She currently lives in Ottumwa, Iowa, where she enjoys spending time with her family, dogs, and watching the Green Bay Packers and Iowa Hawkeyes football.
Barbara Riggle
Administrative Assistant
Barbara has over 25 years of experience in customer service, having dedicated much of her career to McCormick & Company, Inc. She played a key role in supporting McCormick’s largest customer account, ensuring timely, accurate orders, and collaborating closely with distribution partners to keep everything running smoothly. Known for her proactive approach, Barbara led cross-training and process improvements that enhanced team performance and customer satisfaction. She was recognized with two CP McCormick Awards and a Star Thrower Award for her dedication and impact.
Outside of work, Barbara enjoys spending time with family and friends and is always looking for new opportunities to learn and grow.
Check the background of investment professionals on FINRA’s BrokerCheck.
My Core Values
As I help to bring clarity to your financial picture, I build my service model on these four core values:
Highest Standards of Professionalism and Integrity
I treat my clients, colleagues and business partners with the utmost respect and honesty, at all times.
Independence and Objectivity
As an independent financial advisor, I have no allegiance or obligations to any particular company. My duty is to my client.
Fiduciary standard of care
As a fiduciary, I always put my clients’ best interests first.
Fairness and transparency of fees
I adhere to the standards of fairness, consistency, and transparency in my client relationships.
My Approach
Your priorities, values and goals are unique – and your comprehensive financial plan should be unique as well. As we collaborate to develop a plan for your financial future, you can expect the following service elements:
Advise
I will advise, educate and guide you so you can approach every complex financial decision with clarity and confidence. Our relationship will be built on trust and transparency.
Collaborate
I coordinate with your other trusted advisors to ensure that all pieces of the puzzle fit together into a unique strategy that will help you reach your financial goals. This collaboration will enable your vision for your financial future to become a multi-faceted plan of action.
Innovate
I dedicate myself to building external relationships that will benefit my clients and continuously learning about the ever-changing financial world. This means that innovation and creativity are integral to the plans and strategies I bring to my clients.
Support
A combination of my strong focus on customer service, advanced technology and a hand-picked team of strategic partners allows me to provide informed, personal support to every client. I purposefully keep a small client base so that I have time to build deep relationships with my clientele.
Independent Fiduciary
I am an independent financial professional, not an employee of a particular investment or financial services firm. This allows me the freedom to offer you objective guidance and a broader range of financial solutions, focusing on what is best for you and your financial goals.
In addition to being independent, I am also a fiduciary. What does this mean to you? A financial advisor who is a fiduciary is required to put your best interests ahead of their own at all times, regardless of compensation, perks, or other benefits. Fiduciaries must also thoroughly discuss their decisions with their clients, providing all relevant information and pertinent facts. This makes it easier for you to understand the decisions that are being made regarding your assets and your financial future.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Hill Financial Services are not affiliated. Securities services offered to residents of CA, CT, FL, NY and SC. Advisory services offered to residents of all 50 states.
Cambridge’s Form CRS (Customer Relationship Summary
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2 Corporate Drive, Suite 921 | Shelton, CT 06484