Daniel R. Hill, CFP®, AIF®
President & CEO
dan@piwmllc.com
Daniel is now entering his fourteenth year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner™ professional, and has his Series 65 registration and Life and Health Insurance licenses.
Dan has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Dan, his wife, Susan, and their two children, Derek and Brett, reside in Williamsburg, Virginia. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-one years.
Kimberly L. Jordan
Director of Marketing
kim@piwmllc.com
Kimberly is a 2003 graduate of Old Dominion University, with a Bachelor of Science in Business Administration. She has been employed by the Community Business Partnership and The Women's Business Center both located in Northern Virginia, and the Virginia State Treasury, in Richmond, Virginia.
Kimberly enjoys spending time with her family and dogs and she also enjoys reading in her spare time.
Jessica Case
Director of Operations
Jessica is a 2008 graduate of The College of William & Mary with a B.B.A. in finance. During her time as an undergraduate, she spent three years as a manager for the College's football team. She also worked with the Facilities and Operations Office in the Athletic Department as an office assistant and game operations supervisor for two years.
Jessica enjoys watching sports and staying fit in her spare time.
About Us
At Prudent Investor Wealth Management, LLC, we know that it's no secret that anyone can sell you something or give you some paperwork; however, real planning is in the satisfaction you feel at night when the markets tumble. We take great pride in our accomplishments and the accomplishments of our clients. It is our pleasure to introduce our friendly and helpful staff of employees.