about us

About Us

Meet Your Financial Team.

From our credentialed advisors that work to develop a plan tailored to your needs, to the specialists that work to make every customer’s experience excellent, each of us shares in one mission: to help you reach your goals.

Learn more about the members of the HFA team, and discover what sets HFA apart.

  • All
  • President
  • Financial Planning
  • Investment
  • Financial Advisors
  • Tax
  • Client Services
  • Administration


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Peter K. Hoover, CFP® - Chief Executive Officer

When you walk into Pete Hoover’s office, the first impression is one of warmth and comfort. Family photos enhance his desk, cabinets and walls. Visitors sense an ambience of trust. As they look to Pete for guidance, they are assured he is someone who will protect their family and preserve its wealth. Pete built a business on this foundation of confidence, reliability and integrity. A strong […]

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William B. Mullin, CFP® - President

Will joined HFA through a merger of his prior firm, Villanova Financial Services in October 2017.  He is now the President of HFA, along with an owner.  His skills, expertise and background have been a welcomed addition the HFA management team. Will works with clients to develop financial strategies, which will help them to protect and grow their assets, fund future goals and plan for the transfer […]

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Financial Planning

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gerald d fahey

Gerald D. Fahey, CFP®, EA - Financial Planning Manager

Jerry joined Hoover Financial Advisors in 2013 to help clients develop and implement their personalized financial plan. In working as a CFP® professional for many years, he is adept in numerous financial planning disciplines including life, disability and long-term care insurance planning, investment planning, college education funding, wealth accumulation and retirement planning. Jerry earned a Bachelor of Arts degree in Economics from the University of Massachusetts/Amherst, […]

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edward braun

Edward (Ted) Braun, CFP® - Financial Planner

Ted joined HFA in 2016 as a financial planner. He is a valuable member of the team who works with Jerry Fahey and other advisors to develop new plans for clients utilizing eMoney, HFA’s financial planning software. His expertise enables him to cover all areas of client need, such as college and retirement planning, tax and cash flow concerns, investment planning and analysis, risk management, estate […]

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Robert Dowd, MSTFP - Financial Planning Associate

Rob joined HFA in 2017 as a Financial Planning Associate. He is working with the senior financial planners to support them throughout the financial planning process.  In addition, he is delving into HFA’s financial planning software, eMoney, to enhance and provide greater efficiency of financial plans.  Rob plays an integral part in helping to identify ways to better serve our clients and deliver the best possible […]

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thomas balis

Thomas L. Balis, APMA®, CMFC® - Investment Manager

Thomas joined the HFA team in 2015. His primary responsibilities include the daily management and monitoring of client accounts to ensure proper asset allocation. He helps to provide value added investment solutions to better serve our clients. Thomas oversees the Investment department to construct and rebalance client portfolios; evaluate holdings, and prepare proposals with investment recommendations.  He helps to monitor client allocation variances and adjust holdings as […]

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timothy a grove

Timothy A. Grove - Investment Analyst

Tim has been with HFA since January 2012.  He is responsible for performing analysis on portfolios and on investment vehicles and making recommendations regarding asset allocation, rebalancing, and the sale, purchase, or retention of individual investments. As part of HFA’s Investment Team, Tim analyzes and evaluates client portfolios, determining if changes need to be made regarding asset allocation and rebalancing, and making appropriate recommendations.  He also […]

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Craig Eppler, MBA - Investment Analyst

Craig joined the Investment Team at Hoover Financial Advisors in 2017 . He is responsible for making investment recommendations in HFA client portfolios in accordance with the investment objectives and parameters defined by the client. He works heavily in the firm’s rebalancer tool to oversee client asset allocations and any variance from target. He also performs analysis of projected cash needs to ensure client portfolios remain […]

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Mary Ostien, CFP® - Investment Analyst

Mary joined HFA in 2017 as a member of the Investment Management team. She is responsible for making investment recommendations in HFA client portfolios in accordance with the investment objectives and parameters defined by the client. Mary is also involved in servicing the 401k clients that HFA has, providing support, training and enrollment meetings. She was with Villanova Financial Services from 2011 through 2017.  She worked as a project manager with a focus […]

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Financial Advisors

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peter scilovati

Peter Scilovati, CIMA® - Financial Advisor

Pete joined HFA in 2014 with over 20 years of asset and wealth management experience. As a financial advisor, he focuses on providing our clients with objective advice and premier service to help protect, manage and grow wealth. He shares the firm’s values of integrity, transparency and always putting our clients’ interests first. Pete earned the Certified Investment Management Analyst (CIMA®) Designation, an executive education program […]

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timothy j curvan

Timothy J. Curvan - Financial Advisor

Tim works in harmony with Pete to grow the firm and provide financial planning services to new and existing clients. He joined HFA in 2012 after a long and successful career as a financial investment educator and marketing executive. He shares Pete’s strong work ethic and core values of honesty, integrity and respect for others. He is zealous in his commitment to help clients achieve their […]

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joseph w dowling

Joseph W. Dowling - Financial Advisor

After operating his own firm, Joe became a member of the HFA team of financial advisors in 2016. In his role as a financial advisor, he develops, manages and supports client relationships. He shares the firm’s values of integrity, transparency and putting clients’ interests first. Prior to launching Epiphany Wealth Partners, Joe was a wealth management advisor with United Capital Financial Advisors. Before that, he held […]

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Brian Fisher - Advisor

With over 18 years of experience in the financial services industry, Brian has focused his practice in the employee benefit space. Working independently for his clients rather than representing any one provider allows for solutions that are “client driven” and not “product driven”. From designing and implementing employee benefit plans to educating clients on the various services offered, he has assisted employers and employees in reaching their financial […]

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john j furey

John J. Furey, CPA, JD, LLM - Senior Tax Advisor

John joined Hoover Financial Advisors in 2014 to help clients with tax planning and preparation. In working as an executive for Campbell Soup Company more than 25 years, he is knowledgeable about the tax implications of executive compensation, stock options and restricted stock, incentive programs, deferred compensation, 401(k) and pension plans and employee benefits. He enjoys helping clients do tax planning to achieve their financial goals […]

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carol olver

Carol T. Olver - Income Tax Specialist

Carol has been with HFA since 1998 and brings with her 40+ years of income tax preparation experience. She is an active member of HFA’s tax team.  She prepares tax returns for HFA clients and also assists with tax planning services throughout the year. Carol is also the bookkeeper for HFA. She is on the marketing team where her focus is charitable projects. Carol’s degree in Accounting […]

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Client Services

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sue finnegan

Sue Finnegan - Client Relationship Manager & Insurance Specialist

Sue offers clients more than 30 years of financial experience and has been with HFA since 2002. She handles all types of customer service issues and requests such as distributions, rollovers, asset transfers and establishing all types of accounts. Sue is Insurance licensed and assists HFA with the various insurance needs of clients. Sue’s goal is to provide the best client service experience possible.  She currently […]

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danielle marinelli

Danielle Marinelli - Client Service Associate

Danielle joined Hoover Financial Advisors in 2014 with over 10 years of experience in the financial services industry. Prior to HFA, Danielle worked for Creative Financial Group as their Business Manager. Her primary responsibility is to ensure the satisfaction of HFA clients.  Her client service responsibilities include the handling and processing client service requests, administrative tasks and any general needs or issues that may arise for […]

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amy keller

Amy Keller - Information Services Manager

Amy has been with HFA since 1997 and integrates, automates and consolidates client investment portfolios. In a highly technical world, her proficiency is a prime benefit to clients. She ensures online investment account access and provides accurate up-to-date data through HFA’s investment management software, Tamarac. She is responsible for managing and tracking all of HFA’s data and continues to keep our operations working in a technologically […]

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Mary Pat Finn - Client Service Associate

Mary Pat serves as a member of the administrative team at HFA and is a primary point of contact for our clients. Her main responsibility is to provide prompt and responsive service to our clients. In addition, Mary Pat schedules appointments with clients, handles and processes all client paperwork and the updating of client files. Prior to joining HFA, Mary Pat worked with Villanova Financial Services […]

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katie koons

Katie Koons - Client Service Associate

Katie joined Hoover Financial Advisors in 2015. At HFA, she provides administrative support to ensure optimal operation of the office. Her client service responsibilities include the handling and processing of client service requests, administrative tasks and any general needs or issues that may arise for our clients. Katie supports HFA’s team of employees in a variety of tasks related to organization and communication—ensuring that the company operates […]

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kelly hoover

Kelly Hoover-Murphy, MSFS - Chief Operating Officer

Kelly joined Hoover Financial Advisors in 2013. Her responsibilities at HFA include comprehensive office management to help the business to run smoothly and efficiently.   Kelly wears multiple hats at HFA. She is involved in budgeting and billing. She also handles all compliance requirements for HFA. She is responsible for human resources and also helps to manage HFA’s overall marketing strategy. Her passion for the business partnered […]

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elizabeth hoover

Elizabeth Hoover - Marketing

Beth is the mastermind behind the many messages portraying Pete and the HFA team. She directs marketing programs including advertising, public relations and event planning. She also works with the team to provide nonprofit support and give back to the community. Beth holds both Bachelor’s and Master’s degrees in Education from West Chester University.  She lives in Phoenixville with Pete and they both thoroughly enjoy spending time […]

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