Nick Crow | Financial Planning and Services | Hoot Wealth

22 years of experience

   

Nick Crow

Nicholas Crow, CFA is the co-founder and chief executive officer of Hoot Wealth.

Nick is a seasoned investment firm founder, having previously founded Motley Fool Wealth Management® in 2014. Over 11 years, he led the firm from inception to managing $2.3 billion in client assets. Most recently, he oversaw a team of executives managing nearly $5 billion in assets across at Motley Fool Asset Management®, 1623 Capital®, Fool Wealth®, and Lakehouse Capital®.

A two-time inductee into The Motley Fool’s Hall of Fame, Nick was also recognized by InvestmentNews in its 40 Under 40 list in 2016, honoring top financial advisors and industry professionals for their accomplishments, leadership, and contributions to the field.

A former U.S. Army paratrooper, Nick holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Colorado. He earned his MBA from the University of Colorado Boulder's Leeds School of Business.

How does Nick have a Hoot?

Nick finds his thrills in speed, mountains, and competition. He pushes the limits of his Ariel Atom at High Plains Raceway, takes on Colorado’s 14ers, and pretends he still has good knees while skiing. A passionate Formula 1 fan, he follows the sport’s strategy and technology—fitting, since he and his wife, Logan, are raising their young son, Lando.

Bryan Hinmon | Financial Planning and Services | Hoot Wealth

25 years of experience

   

Bryan Hinmon

Bryan Hinmon, CFA is the co-founder and chief investment officer at Hoot Wealth. In this role he helps design the asset allocations, security selection, and overall investment philosophy used to manage client investments.

Prior to founding Hoot, Bryan served as chief investment officer and senior portfolio manager at Motley Fool Asset Management®, LLC, a boutique asset manager. After establishing the investment process as director of research, he led the team in growing the business to greater than $2.0 billion in assets invested in actively and passively managed exchange traded funds. Bryan served as the Portfolio Manager on the Motley Fool Global Opportunities® ETF, the Motley Fool Mid Cap Growth® ETF, the Motley Fool Small Cap Growth® ETF, the Motley Fool 100 Index® ETF, the Motley Fool Next Index® ETF, and the Motley Fool Capital Efficiency 100 Index® ETF. 

Bryan also served clients as lead portfolio manager at Motley Fool Wealth Management®, LLC, from January 2016 until co-founding Hoot. In that capacity, Bryan led the investing team overseeing more than $2.3 billion in assets across a variety of separately managed account investment strategies. Bryan worked alongside Hoot co-founder Nick Crow to help scale Motley Fool Wealth Management® from its humble origins to firm serving thousands of households.

Bryan’s insights made him a regular resource for industry publications like Barron’s, CNN, Forbes, Financial Advisor, ETF.com, MarketWatch and The Wealth Advisor. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Colorado.

How does Bryan have a Hoot?

Adventure looks different, now, with two young kids. But travel, hiking and seeking out great ice cream still bring joy. With this recipe and his wife, Ashley, in the mix, Bryan is blessed that having a Hoot seems to be the default state of life.

Mike Padilla | Financial Planning and Services | Hoot Wealth

15 years of experience

   

Mike Padilla

Mike was the first employee hired at Hoot Wealth. In his role as an advisor, Mike helps individuals and families create strategies to manage their finances, including budgeting, investing, retirement planning, and protecting against financial risks. Mike brings to the table two decades of financial industry experience.

Prior to joining Hoot, Mike spent over ten years as a wealth advisor serving mass affluent and high-net-worth-clients at Motley Fool Wealth Management®, where he first met founders Nick and Bryan. Mike developed a strong foundation in risk management and insurance planning through his tenure at Northwestern Mutual®. Mike is a strong generalist and a true modern day renaissance man.

How does Mike have a Hoot?

Mike loves the outdoors, traveling, and being outside, especially near water. You can find him on the ski slopes of Colorado in the winter and rafting down some remote river in the summer. Day to day, he loves to cook and enjoys working with his hands. Mike lives in Golden, Colorado with his wife Maria, and their two big dogs, Apollo and Olivia.

Jared Chase | Financial Planning and Services | Hoot Wealth

5 years of experience

   

Jared Chase

Jared Chase, serves as the Customer Success Associate at Hoot Wealth. In his role, Jared serves as the primary point of contact for our clients, ensuring transparency across the onboarding, financial planning, and investment processes.

Prior to joining Hoot Wealth®, Jared supported the day to day operations for two large books of business at Motley Fool Wealth Management® and served in a similar capacity working with Fidelity Investments’ Private Client Group®.

Having held client facing roles at different sized firms within the financial services industry for the last five years, the measure of a “good day” increasingly hinges on his ability to foster trust and provide a respite for clients to focus on what’s decidedly unfinancial. He often turns to this quote as a poignant reminder:

“It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.” - George Lorimer

Jared holds his Series 7, 63, and 65 licenses.

How does Jared have a Hoot?

When Jared isn’t interacting with our awesome roster of clients, you’ll find him hanging with his girlfriend—the wonderful Alex, biking Boulder’s endless forest service roads or eating donuts with his nieces and nephews.

Carly Munger | Financial Planning and Services | Hoot Wealth

10 years of experience

   

Carly Munger

Carly Munger is muse and vice chairowl of Hoot Wealth.

Carly is a renaissance woman who has applied her wisdom to the world of investing. She has studied the largest disciplines of worldly wisdom, revels in making the complex simple, and has the quickest of wits. Carly carries the culture at Hoot Wealth and her role is primarily inspirational.

How does Carly have a Hoot?

Carly spends her free time dabbling in architecture, renovating the nests of others with an unrelenting appreciation for function over form. The quickest way to make her smile is to share some peanut brittle.