Our Team

Our Partners

Our Team - Steven A. Lone

Steven A. Lone, CFA, AIF®, CFS

Steven is a wealth advisor and accredited investment fiduciary, offering securities and fee-based financial planning through LPL Financial, and a Registered Investment…

Our Team - Samson A. Maxbauer

Samson A. Maxbauer, MBA, MS, AIF®

Sam earned his Bachelor’s degree at the University of Michigan and went on to pursue his MBA and a MS in Accounting from Michigan State University…

Meet Our Team

Our Team - Theresa Bakos

Theresa Bakos

Theresa Bakos, Director of Client Services. Theresa manages all HLM client services and communications. With nineteen years in the financial service industry…

Our Team - Patrizia Corona Glencer

Patrizia Corona Glencer

Patrizia’s career has spanned over 35 years in the financial services industry, from operations and advisor support to owning and…

Our Team - Randy Malloy

Randy Malloy

Randy Malloy serves as paraplanner that supports Hollander Lone Maxbaurer. Formerly with Hantz Financial Services, Randy assists with the organization and…

Our Team - Josiah Minch

Josiah Minch

Josiah has a near decade of experience in the IT field ranging from basic help desk procedures to Data Systems Administration and configuration…

Our Team - Ryan scriven

Ryan Scriven

Ryan is the Marketing Director with Hollander, Lone & and Maxbauer. He organizes events and creates initiatives for clients with advisors…

Our Team - Cheryl Vink

Cheryl Vink

Cheryl Vink, Receptionist. Cheryl is HLM’s receptionist and welcomes all visitors to the office. She is responsible for our lobby area and provides additional…