Our Knowledge and Experiences Create Increased Opportunities For Our Clients

Craig W. Hart

Craig has over thirty years of knowledge and experience in the investment business. Clients benefit from the sound judgement and reasoned decision-making developed from his comprehensive and diverse background.

As the Company’s Founder and Chief Investment Officer, he is intensely focused on portfolio construction and management. His experience includes founding and managing one of the first performance-based securities investment partnerships—better known as hedge funds—in the state of Washington. From 1984 to 1990 he served as Vice President Research Analyst with Seattle-based firm Ragen Mackenzie, Inc. and a Seattle-based division of Morgan Stanley Smith Barney, where he covered many industries including Aerospace, Biotech, Forest Products, and Manufacturing.

Craig founded the region’s first stock index, called the Hart Capital Inland Northwest Index, which originally tracked fifteen of the region’s top companies.

He is a current board member of Greater Spokane Incorporated, a member of the Mayor’s Economic Policy and Forecasting Council, and a board member of Connect Northwest. He is a past member of Charles Schwab & Co., Inc’s., Regional Advisory Council, and past president of the Spokane Stock and Bond Club, a 175-member society consisting of Spokane area money managers and stockbrokers. Craig is an active member of the Chartered Financial Analyst (CFA) Institute. He earned his Bachelor of Arts in Business Administration with a concentration in Accounting and Finance from the University of Washington.

Colin S. Bowen, JD

Colin is an equity analyst who is responsible for researching and monitoring equity positions. He earned a Bachelor of Arts degree in Environmental Policy from the University of Colorado at Boulder, a Juris Doctor degree from Gonzaga University School of Law, and a Master of Business Administration degree with a finance concentration from Eastern Washington University. He is a member of the Washington State Bar Association.

Reid D. Elliott

Reid is an equity analyst whose primary responsibilities include conducting research and monitoring equity positions. He earned a bachelor’s degree in Business Administration from Gonzaga University with concentrations in finance and economics. During his time at Gonzaga University, Reid was a mentor in the campus kids program as well as a member of the university’s ACG Cup team. He is currently a Chartered Financial Analyst Level II candidate.

Kevin D. Lehinger, JD

Kevin is a registered investment advisor and has worked over thirty years in financial services. His technical expertise is in qualified retirement plans and IRA arrangements, estate and financial planning, insurance, and annuities.

Prior to joining Hart Capital Management, he was a senior relationship officer with a regional bank and trust company responsible for administration of complex trusts. At Hart Capital Management, he manages portfolios for individuals, institutions and trusts, including retirement programs. He also supports the rest of the Client Service Team in all aspects of strategic financial planning and is on the firm’s Investment Committee.

He is a member of the Washington State Bar Association and the Spokane Estate Planning Council. He holds various professional certificates and designations including the Certified Employee Benefits Specialist, and Chartered Life Underwriter, disciplines emphasizing employee benefits and compensation planning, and insurance and risk management.

Melanie J. Keiser

Melanie, a Registered Investment Advisor, started her investment career in 1982 with Kidder Peabody. Prior to Hart Capital Management, she worked for Charles Schwab & Co., Inc. in Spokane as their Sr. Investment Advisor providing portfolio management and financial planning oversight.

Previously, Melanie also held the position of Branch Manager for Charles Schwab & Co., Inc. in their Coeur d’Alene, Idaho branch. Melanie has an extensive 30 year career in the financial services industry serving private wealth clients and institutional clients. She has been with Hart Capital Management, Inc. since 2003 when she was brought in to partner in the growth of Hart Capital and assist in client support. Her efforts have led to the creation of client implementation processes and the software support structure for the company.

Her responsibilities as a Relationship Manager include customizing investment portfolios, educating clients and developing new business. Additionally, Melanie advises corporations and corporate executives with stock option incentive plans.

Melanie is a graduate of Kinman Business University.

Nancy J. Almond

Nancy Almond brings over 25 years of investment, banking and insurance experience with expertise in providing customized financial solutions to high net worth clients, their families, and businesses. She has a deep knowledge of the unique wealth issues that our clients face, and believes in a comprehensive approach using financial planning to truly understand their needs and solutions. Nancy believes in building client relationships based on integrity and trust by surrounding the clients with a team of financial experts that collaborate on the needs of the client and the financial phases of their life.

Prior to working with Hart Capital Management, Nancy was a Senior VP of Investment Services for a $13 billion regional bank. Prior to that role, she managed client assets through her own Investment Advisory firm, and brokerage firm.

Nancy is a graduate of Oregon State University and received her Bachelors of Science in Business Administration.

Brian C. Wagnon, CFP®

Brian is a Relationship Manager who brings over ten years of experience in financial services. Prior to working at Hart Capital Management, he worked as a Wealth Advisor with a regional bank to provide comprehensive advice for clients with complex financial needs, including Trust & Investments, as well as Private Banking. Prior to his role as a Wealth Advisor, Brian served as a Trust Relationship Manager for a local community bank, as well as a Financial Advisor for a national brokerage firm. In his past roles he has had an emphasis on serving individuals with special needs, and those with charitable intents.

As a Relationship Manager with Hart Capital Management, Brian’s responsibilities include providing customized client investment portfolios, educating clients about opportunities to improve their financial plan and developing new business through referrals from clients and their professional advisors.

Brian is active on several non-profit boards and places a high value on community service. Currently he is serving with Wishing Star Foundation, and Inland Northwest Planned Giving Council. Previously, he was a founding member and Co-Chairman of Emerging Leaders Society and a volunteer with Ronald McDonald House. Brian is also a current member of the Spokane Estate Planning Council.

Dolly D. DuBois, CPA

As a CPA for over 17 years, Dolly has a spectrum of experience that includes public accounting, small business advising, accounting, and tax work, as well as planning and tax preparation at the individual level. In addition to providing internal financial services for Hart Capital, she will assist our clients with their long term financial planning needs.

Her experience in managing client relationships and working with high net worth individuals provides her with a perspective that is helpful to our clients at various stages in their lives. Dolly holds a Bachelor degree in Accounting from the University of Idaho, and is a member of the AICPA and Washington Society of CPAs.

Erin G.K. Olsen

Erin brings a deep understanding into investment advisory office operations. With over 13 years of operations background, gained at firms in Alaska and Washington, Erin’s focus is on constantly improving and refining daily activities to enhance the firm’s overall performance and the client’s experience.

Erin graduated from Washington State University with a B.A. in Business Administration with a concentration in Management Information Systems for a comprehensive understanding and utilization into constantly evolving technologies critical to business operations. Her broad knowledge of the securities industry is reflected in the importance she places on data accuracy and care for clients.

Todd E. Hagen

Hart Capital is excited to have Todd Hagen join our Team as Vice President of Business Development. He brings 29 years of Business Development and Sales experience to Hart Capital. While working in the healthcare industry Todd received many awards, including the “Vice President Hall of Fame” award for his leadership, team work and customer acumen. In 2017, he received the first Merck & Co. Inc., “Peer PROUD” award which recognized his ability to connect people, create a positive work environment and help people extend their network.

Todd grew up in Northwest Montana and moved to the Inland Northwest in 1989. He has developed many enduring friendships and business contacts in the community.

Todd attended Pacific Lutheran University in Tacoma, WA. He earned a degree in Business Administration with an emphasis in Marketing and Human Resource Management.

Todd has a passion for connecting people, building strong teams and developing customer centric networks. He looks forward to working with the Hart Capital team and developing lasting client relationships.

Erica J. Clark

Erica Clark has over four years of trading experience in equities, mutual funds and ETFs. In addition to trading, Erica’s experience spans across marketing, advertising and client servicing within the investment industry. She uniquely brings international management experience and regional finance knowledge to the firm. Erica graduated from University of Idaho with a B.A. in Business Management and Human Resources.

April Stoltz, CPA, CFE

As a CPA for over 20 years, April has a spectrum of experience that includes public accounting, small business advising and consulting, accounting, budgeting. Her experience in financial strategic analyses provides her with a perspective that is helpful to our clients. April holds a bachelor’s degree in accounting from Washington State University and is a member of the Association of Certified Fraud Examiners.