Our People

Highline's specialists came together to build a better advisory firm. Our diverse group is aligned with one mission—to empower individuals to achieve their goals, so that everyone has confidence in their future.

Wealth Management

Aaron Morris, AIF

Vice President, Corporate Services

Andy Chong, CFA®, CEPA

Director, Wealth Advisor

Hugh Meyer, MBA

Director, Private Wealth

Jamie Rugg, CFP®

Vice President, Wealth Management

Richard Barnett, CFA®, CAIA, CIMA

Chief Investment Officer

Shawn Hsieh, MBA, CFA®, CFP®

Principal

Our Founder

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Client Operations

Lisa Sternberg, MBA

Chief Operations Officer, Chief Compliance Officer

Nate Metcalfe

Operations Associate

Image of four Highline Wealth Partners advisors, sitting and talking at a table.

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Let's take care of your financial future.

We want to hear from you. How we can help you achieve your financial goals?

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