Our Team

A team you can count on (desktop)A team you can count on (mobile)

A team you can count on

Dedicated. Knowledgeable. Accessible. Our home office team consists of associates across various specialties. Whether you need help with your practice transition or succession, would like assistance placing a trade, or have questions regarding financial solutions, services or compliance, we’re here to help.

HTK Leadership

  • Timothy Donahue

    President & Chief Executive Officer

  • Tracy Zimmerer

    Managing Director, Operations

  • Dusten Long

    Managing Director, Adviser Support & Product Management

  • Jim Krause

    Director, Supervision

  • Charles Ingulli

    Controller/Financial & Operations Principal


Get in touch

Whether you’re a current adviser, a client with our firm or interested in learning more about how we can partner together, we’re here to help.

Contact us