CHRISTOPHER J. KOEHM, CPA
Chris is a co-founder and managing member of HT Partners LLC. After graduating with a B.S. from Sacred Heart University and receiving his certification as a CPA, he worked as a staff accountant in the Private Business Advisory Group at KPMG Peat Marwick. Chris has operated an independent accounting firm for the last 30 years. He was an early pioneer in establishing family offices and his vision of creating multi-generational family offices was a driving force behind the creation of HT Partners LLC.
You can learn more about Christopher through his Linkedin profile.
PETER J. DECKER
Peter is a co-founder and managing member of HT Partners LLC. He attended the Stanford University’s Graduate School of Business Executive Studies Program and holds a B.S. degree in Psychology and a Masters Degree in Taxation. He has spent many years harnessing the use of technology to create and manage multi-generational family offices with efficiency. HT Partners LLC is now using that experience to help investors automate portfolio management. Peter has over 25 years experience in financial services.
You can learn more about Peter through his Linkedin profile.
DEVIN BOURQUE, CFP®
After Devin graduated from the University of Tampa, he joined a wealth management and financial planning firm in Tampa, Florida working to help clients meet their financial goals. He was quickly introduced into the broker world of quick sells and high commissions. This made him want to find other like minded advisors who shared his view of providing truly independent and unbiased advice. In 2013, Devin joined HT Partners LLC to be part of a new wave of advisors responsible for putting their client’s interests first. He now works with clients to implement financial, investment and insurance plans to help them reach financial independence.
You can learn more about Devin through his Linkedin profile.
Kelly, who joined HT Partners LLC in 2009, leads the firm’s client relationship offering working directly with clients to execute financial, estate, risk and family planning as well as working with numerous affiliate advisors. She currently manages marketing and business management projects for the firm. Kelly received a B.S. in Consumer Economics and a Masters of Public Administration specializing in finance from the University of Connecticut. Prior to HT Partners LLC, she worked in the areas of corporate government affairs, public policy research, investment banking and marketing.
You can learn more about Kelly through her Linkedin profile.