Hawthorn Wealth Management provides clients with sound investment strategies incorporating their financial goals and insurance needs.
Frank Lipka
With over 24 years of experience of offering independent financial advice, Frank has built his business by providing comprehensive retirement solutions specific to the needs of his clients.
Regular reviews of investment assets and insurance needs ensure clients remain on the path to achieving their retirement objectives.
Melissa Lee
Melissa provides administrative support to Hawthorn Wealth Management staff and is a point of contact for all clients.
Melissa’s commitment to exceptional service makes her a valued member of the Hawthorn Wealth Management team.
William Lee
William values a client's trust above everything else and once a client makes a decision to work with him, he continually work hard to deserve their trust.
Combined with his dedication to his clients, William's long term experience in offering financial planning services allows him to provide unparalleled expertise when helping his client to build their wealth while minimizing their taxes.