Team

Our team of financial professionals is a collaboration of subject matter experts committed to providing a superior client experience. We recognize our true potential and greatest strength lies within as a united, interdependent and client centered team.

 

David H. Hohimer, CPWA®, AIF®
Managing Partner

David founded the group and has dedicated the last 26 years to helping his clients navigate the intricacies of wealth. His goal is to provide financial confidence by eliminating the unknown and bring simplicity to otherwise complex situations.

For David and his team, their clients are their most treasured assets. Their mission is to provide every client, whether they are an individual or institutional investor, with the comprehensive financial advice and portfolio management that they deserve — delivered with the highest level of personal service and professional integrity.

 

 

Alex Peters, MBA, CFA®
Director of Investments

Alex has over 20 years of experience as a portfolio manager and research analyst with Franklin Templeton Investments.  As a portfolio manager, he has managed large institutional accounts and developed expertise in asset classes including equities, bonds, loans and structured notes.  His research coverage has spanned many industries including Technology, Communications, Energy, Utilities and Real Estate.  In his role as Director of Investments for Hohimer Wealth Management, Alex oversees the investment process and strives to provide clients with the best possible investment results.

A graduate of University of Washington, Alex received his MBA from the University of San Francisco and holds the designation of Chartered Financial Analyst.

 

 

Thomas A. Braile, CRPS®, CRPC®, AIF®
Vice President of Retirement Plan Solutions

With over 13 years of experience in the financial services industry, Thomas is dedicated to helping defined contribution plans throughout the Pacific Northwest fulfill their fiduciary obligations. He does this by developing and adhering to time-tested processes and principles while additionally fulfilling an advisory role to retirement plan participants through a dedicated education model customized to each plan.

Successful organizations are constantly striving to recruit, reward, retain, and retire elite talent. To establish a competitive advantage, Thomas works with businesses in designing custom plans to maximize the incentives for key employees.

 

 

Patrick T. Conklin, CFP®
Wealth Advisor

Patrick has over 5 years of experience helping clients develop investment plans to build, manage, protect, and transition their wealth. His process starts by listening to clients; learning about their current financial situation, past experiences, and goals for their future. With this information, he develops, strategizes, and finds various ways to meet their objectives; always seeking solutions customized to their needs. When it comes time to implement the investment plan, it is done in an independent, objective, and unbiased manner, always mindful of controlling costs and expenses. He monitors, evaluates, and adjusts the plan when there are material changes in the markets, tax laws, and in the client's life.

Every day, Patrick works closely with new and existing clients to give them the financial confidence knowing that their financial futures are secure. He does this with passion, commitment, and dedication to helping clients, and their families, succeed financially.

A graduate of the Farmer School of Business at Miami University (Ohio), Patrick earned a bachelor's of science degree; majoring in Finance and minoring in Chinese.

 

 

David J. Simpson
Wealth Advisor

David was recruited in 2017 to work with retirement plan participants. Just as we must adapt with the ever changing global environment of technology and access to information, David's expertise is in working collectively with clients in navigating the changing financial markets and goals of their family. David values education, collaboration, and efficiency in helping clients achieve their financial goals. From the foundations of contributing to a 401(k) for people earlier in their career, to the intricacies of multigenerational succession planning for established high net-worth families and businesses, David is dedicated to helping clients recognize and redirect their financial strategies as they progress through their career.

 

 

Gaye E. Ott
Senior Client Service Associate

Gaye brings a polite and professional demeanor as she delivers exceptional customer service to each client she speaks with. Gaye strives to ensure that our clients' administrative and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing transfers and answering questions regarding statements.

Away from the office Gaye is an active volunteer at her church and enjoys music, food, wine, travel and her Welsh Corgi. Married for over 37 years, she and her husband have 2 grown girls and live in South Seattle. 

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