There are endless sources from which to receive financial advice. There are, however, very few sources that can tailor that advice to your specific situation.
At, HCP Companies, we understand that every client is different and requires a personally exclusive financial plan. Everything is customized for you because these are your dreams, experiences and goals unique only to your family. Our comprehensive advisory and planning focus for nearly 25 years has been focused on these ideals.
When you consider working with HC Partners to bring order to your financial life, there must be mutual trust and ownership of the process. Clients repeatedly tell us they have too many moving parts and not enough time. It is with this in mind that we built our process to allow you to prioritize what’s most important to you and discover what choices you have and which of those options are best.
Our tireless pursuit of perfection for your financial success drives our every decision. We help bring coordination, harmony and a sense of security to our client’s financially complex lives which allows them to focus on what means the most to them.
Jesse R. Holman, CFP®
Chief executive officer & FOUNDING PARTNER
Founding Partners
Jesse Holman is the founding partner of HC PARTNERS, a financial advisory and consulting firm specializing in serving the needs of high net worth individuals, their families, and their businesses. He has spent almost two decades as a trusted advocate in coordinating his clients’ financial lives in order to help them grow and protect their legacies.
A native to the Bay Area in California, Jesse earned a Bachelor of Science degree in Applied Mathematics from the University of California at Davis. His career began during the 1990s dot-com era in Silicon Valley with start-up technology companies that were eventually acquired by IBM. Jesse holds the professional designations CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED FAMILY BUSINESS SPECIALIST (CFBS).
Jesse, his wife, Heather and their four teenagers live in Franklin, Tennessee. He enjoys playing basketball and spending time in his shop on a woodworking project or his aquaponics system. He has given back to his community by mentoring young people through the Big Brothers Big Sisters organization and donating his time to the Volunteer Income Tax Assistance (VITA) program through the United Way.
Dennis Covington, CFP®
Chairman & FOUNDING PARTNER
As a Founding Partner and Chairman of the company, Dennis has helped build HC PARTNERS into an advisory and planning firm for wealthy families and privately held businesses that it is today. His success is measured by treating each client’s finances in a manner consistent with their goals. He has a unique ability to connect with clients to explain how each component becomes part of a lifelong financial roadmap.
Dennis began his career in the financial services industry in the early nineties. He currently holds the professional designation of CERTIFIED FINANCIAL PLANNER™.
Dennis also serves as the Chair for multiple endowment and investment committees with organizations such as the US Tennis Association (Southern Division), Bethlehem United Methodist Church, and the Tennis Committee for a local YMCA. In addition, he is the Treasurer for the Southern Tennis Patrons Foundation in Atlanta, Georgia along with being a Budget Coach for Habitat for Humanity in Franklin, Tennessee.
When away from the office, he enjoys running, biking, hiking, and camping with his wife, Joann, and their three children and four grandchildren.
mANAGING PARTNERS
Bill Conroy, CFP®, ChFC®
Chief Operations officer & Managing Partner
Bill is a Managing Partner and Financial Planner at HC Partners. His career with the firm began in the planning department where he worked with a wide variety of financial situations and engineered complex financial plans for numerous high net-worth clients. Early in his career, Bill earned the professional designation of CERTIFIED FINANCIAL PLANNER™. He believes every client deserves a comprehensive plan customized to their unique situation and needs.
Originally from Maryland, Bill attended the Catholic University of America in Washington, DC. At CUA, Bill played on the football team and graduated with a bachelor’s degree in Finance and a Minor in Theology. Bill and his wife, Taylor, along with their daughter, Elizabeth, live in Nashville, Tennessee. Outside of the office, Bill enjoys spending time with his family and traveling. They attend Fellowship Bible Church where they lead and are involved in various ministries. Bill is also on the Junior Achievement Associate Board.
Bill is passionate about working with clients to help steward their wealth, achieve their goals, and put them in a position to impact others.
Chad Boudreau
Vice President & Managing Parter
For over a decade, Chad Boudreau has been helping physicians and dentists navigate the financial issues they face from residency to retirement. In his role as advisor and partner at HC Partners, he takes great pride in getting to know his clients on a personal level, learning what financial goals they are striving to meet and watching the plan they develop come to fruition.
Chad grew up in Greenwood, Louisiana, where he learned the value of hard work and dedication. He had great mentors in his life who taught him to be efficient and to complete each task he takes on. He attended Louisiana Tech University in Ruston and has been working in the financial industry since 2002.
Chad and his wife, Shelly, along with their family, live in Benton, Louisiana. His family is his driving factor in everything that he does. They attend St. Jude’s Catholic Church in Benton, where he is on the pastoral council. Chad enjoys the outdoors and loves to hunt with rifles as well as a bow and arrow because of the discipline and dedication needed for the sport.
JUSTIN ELLIOTT, CLU, ChFC®
President & MANAGING PARTNER
Justin Elliott is a partner of HC Partners located in our Hattiesburg, Mississippi office. He is devoted to helping people dream big and then working out a plan to realize those dreams. Justin believes in understanding each client’s goals and keeping those at the forefront as they partner together to create an individualized plan for success.
Born and raised in Demopolis, Alabama, Justin attended the University of Southern Mississippi in Hattiesburg on a golf scholarship. He graduated with a bachelor's degree in business finance in 2006. He has also received CLU and ChFC designations through The American College of Financial Services. Before beginning his financial career in 2009, Justin was a professional golfer on various tours. Because of this, he can combine leisure and business as he conducts meetings during a round of golf.
Justin and his wife, Leslie, reside in Hattiesburg and are the proud parents of two daughters, Ava-Katherine and Maley. They also have two dogs, Willis and Sassy. The Elliott’s are very involved with their church family at Temple Baptist Church. Justin enjoys playing golf, exercising, and traveling with his family.
Client services team
Kara Eberlin
Director of FINANCIAL PLANNING
As a long-time member of HC PARTNERS, Kara’s role has changed over the years. Her experience in her various roles have made her extremely valuable to HC Partners and the clients they serve. Currently, she is the Director of Financial Planning. She oversees the financial planning process as well as assists with building out the financial plans and updating the planning software. Her detail-oriented personality has equipped her with all the tools necessary to create an unparalleled experience for our clients.
Kara spent her childhood in Owensboro, Kentucky, and now lives in Northeastern Pennsylvania after spending a number of years in Nashville, Tennessee. She graduated Cum Laude with a Bachelor of Science in Finance and a Certificate of Financial Planning from Western Kentucky University.
Her passions include involvement in her children’s school and extracurriculars, reading, running, and spending time with her husband Ryan and their four children, Mary Kate, Will, Olivia, and Noah and dog Brady.
JEB BELL, CFP®
Firm Investment Director &
Financial planner
Jeb has been working closely with HC Partners through the firm’s financial planning department since 2019 and took the role of Firm Investment Director in 2023. Jeb was a Magna Cum Laude graduate of Harding University in Arkansas. Early in his career, Jeb earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation through his coursework at Belmont University.
In addition to his role as Firm Investment Director, Jeb has been developing comprehensive financial plans since 2016, particularly for individuals owning closely held businesses and investment real estate.
Jeb moved to Nashville in 2016 from the Pittsburgh, Pennsylvania area, where he was born and raised. He currently lives in South Nashville with his dog, Clive, and regularly attends Victory Church. When he is not building plans for clients, he enjoys playing ice hockey, traveling, and reading in his time off.
Danielle Fuller
Director of Operations - Tennessee
A long-term member of HC Partners, Danielle is responsible for practice management and process development working in the Tennessee office. Danielle is a graduate of Middle Tennessee State University with bachelor’s degrees in Psychology and English Literature.
Danielle got her start in the financial services industry at the MassMutual office in Houston, Texas as the Director of Marketing and General Agent Assistant. Prior to working in the financial industry, Danielle was gaining client service experience as a manager in the hospitality industry.
Now with many years of collective experience dedicated to cultivating client relationships, she is leading efforts to utilize technology while restructuring the way we organize data and communicate with clients. Her attention to detail and excellence is the driving force behind her role in meeting our clients’ needs and managing their everyday requests.
A Nashville native, Danielle enjoys hiking, kayaking, reading, and spending time with her husband, Kenny and their son, Theodore.
Lori STOGNER
Director of Operations - Mississippi
Lori Stogner is the Director of Operations in our Hattiesburg, Mississippi office. She attended William Carey University and obtained a degree in Mass Communication and Business Administration. During this time, she was introduced to the finance industry as a Financial Services Intern. Because of this exposure and her genuine desire to help others, she was hired full-time in 2015. She provides industry leading service and support to all our clients. She is responsible for performing a wide variety of tasks as she brings a unique portfolio of knowledge having worked in numerous capacities in the financial services industry.
A native of Hattiesburg, Lori still resides there with her husband, Josh, their daughter, Mollie, and dog, Menchie. They are active members of Temple Baptist Church where Lori sings on the worship team and serves on the Women’s Ministry. Lori enjoys spending time with family, watching baseball, exercising, and hunting.
TAMIKA CANG
Director of Operations - Louisiana
Tamika Cang, Director of Operations in our Louisiana office, is responsible for day-to-day operations of the company and maintaining client relationships. She graduated from LSU Shreveport with a degree in Marketing and Accounting and a minor in Sociology. With so much enthusiasm to learn more about the Financial Services Industry, she started working for the firm full-time in January of 2020.
Tamika was born and raised in Cebu City, Philippines. She moved to Shreveport, Louisiana in 2016 and has lived there ever since. She is very fond of travelling and trying out new cuisines. Her passion for travel and food came from spending time in different cities and countries with her family. She has been all over Europe and Asia and is currently working on adventuring the Americas.
She currently lives in Shreveport with her two dogs, Yuri and Monty, and rabbit, Bugs. She devotes much of her spare time to doing charity work for animal rescues and shelters. Two of the shelters she provides support to are Pawssion Project in the Philippines and The Bunny Burrow in Texas. She also loves spending time with her friends and family through hanging out at local coffee shops, solving puzzles in escape rooms, and singing karaoke.
Planning & Business Development Team
Bryan Powell, CFP®
Financial Planner
Bryan’s work as a planner is focused on developing comprehensive financial plans for individuals and business owners. Each client has a different definition of what financial security is, and Bryan strives to show each client how they can help achieve their own financial security. Bryan grew up in Knoxville and attended The University of Tennessee, Knoxville, playing on the baseball team for two years and graduating magna cum laude from the College of Business with a concentration in Finance. Away from the office Bryan enjoys spending time with his wife, Hayley, and being outdoors golfing, kayaking, or playing sand volleyball.
Heather Holman
DIRECTOR OF MARKETING
Heather is a Kentucky native who moved to Nashville after graduating from the University of Kentucky with a bachelor’s degree in Broadcast Journalism and Public Relations.
She spent almost a decade working as a news anchor and reporter. Her career began in the newsroom of WSM Radio. She then moved to television news, working at the NBC affiliate in Huntsville, Alabama and the local Fox and ABC stations in Nashville, Tennessee.
After leaving the news industry, Heather transitioned to Public Relations and Marketing. She has worked for clients in a numerous industries such as healthcare, government, real estate and finance.
Heather’s role as Director of Marketing at HC Partners allows her the opportunity to help foster relationships with our clients.
Outside of work, she enjoys being involved in her children’s school and extracurricular activities and spending time outside gardening.
KANNAN AKINS
BUSINESS DEVELOPMENT specialist
Kannan Akins primary role in HC Partners includes Business Development. His initial experience in the financial services industry was a Premium Finance Specialist and Practice Development Specialist, which provides great insight for the company’s overall goal to better serve their clients.
Kannan graduated with an economics degree from Middle Tennessee State University. While attending school, he was a member of the board in a youth’s sports organization and still volunteers year-round in youth sports.
When he’s not busy at HC Partners, he spends his time fishing, hiking, on Center Hill Lake, and watching regional sports teams.
ABRAHAM MARTINEZ
PRACTICE DEVELOPMENT SPECIALIST
Abraham is the Practice Development Specialist for the member firm HC Partners. He has a previous background in the financial and technology industry. Abraham’s role in HC Partners includes effective management of action planning, evaluation, and sustainment to support firm goals.
He graduated from the University of Tennessee at Chattanooga with a concentration in Finance. During his time at University, Abraham was the lead analyst for the university’s high-level investment fund.
In his free time, Abraham enjoys the outdoors and spending time with his family.