Our Team

Our Team

As investment advisor representatives with United Planners, we provide independent client-centric financial solutions carefully tailored to our client’s financial goals. We are thoughtful listeners, strategic thinkers, and creative problem solvers. Clients call upon us when they have challenging needs that are multi-dimensional, multi-layered and multi-faceted.

Serving as a client's trusted advisor in all matters financial, we are able to be both transactional and fee-based depending on the needs of the client. We believe clients should choose how to compensate us for our services. Our advisors and staff have combined experience of over 100 years of experience in working with clients’ financial portfolios. Because we are not owned by a bank, wire house, or insurance company, our independent ownership structure allows us to make recommendations that are in our client’s best interest.

Eric Hemingway, AIF®

Managing Partner/Founder
Phone: (952) 232-0230
Fax: (952) 392-3656
Toll Free: (877) 361-4501
eric@hemingwaywealth.com

Eric is an investment advisor representative with United Planners as well as the Managing Partner and the founder of Hemingway Wealth Management, LLC.  Eric began his career in 1995 and advises business owners, executives, trusts and foundations in the areas of investment advisory, continuity and succession planning.  Eric and his wife have three children and reside in Maple Grove, MN.  A graduate of Muhlenberg College with a BA in Communications, Eric enjoys downhill snow skiing, golf, hunting, and spending time with his family at their lake home and being on the water. Read more.

Richard I. Hemingway, CFP®, CLU, ChFC, MSFS

Direct: (952) 417-6033
Phone (952) 232-0230
Fax: (952) 392-3656
Toll Free: (877) 361-4501
dick@hemingwaywealth.com

Dick joined our team in November 2013 and is an investment advisor representative through United Planners.  Dick began his career in financial services upon graduation from college and brings decades of knowledge and experience to his clients and to Hemingway Wealth Management.  Dick specializes in retirement income planning, wealth transfer and preservation, financial planning, and investment advisory services.  Dick has over 40 years of industry experience and has worn several hats including Financial Advisor, Managing Director and Managing Partner of a large national insurance firm, Wealth Management Partner of a local accounting firm and Shareholder in business entities that he co-founded.  Dick is general and uniform securities licensed (Series 7 & 63) and life and health licensed in several states.  Dick is a native of Connecticut and a graduate of Williams College with a  BA in Political Science and holds a post-graduate degree and several professional designations: a Masters in Financial Services, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ Certificant.  Dick and his wife Kathy reside in Eden Prairie and enjoy golf and their two children and six grandchildren. Read More.

 

Christine Heine

Executive Client Account Manager

Phone: (952) 232-0230
Fax: (952) 392-3656
Toll Free: (877) 361-4501
christine@hemingwaywealth.com

Christine joined our team in December 2019 and assists Eric and our clients with their Investment Advisory and brokerage accounts.  As a Registered Assistant with United Planners Financial Services, she works with our new and existing clients.  Christine is general and uniform securities licensed (Series 7, 24, 31, 63, 65) as well as life and health licensed.  Christine brings 10 years of experience with her to Hemingway Wealth Management.  She has worked for a large wire house firm, an insurance company broker-dealer, and an independent wealth management firm—where she most recently worked as a Suitability Review Analyst.  Shortly after graduating from the University of Minnesota Carlson School of Management (B.S. Business and Marketing), Christine received her MBA from St. Cloud State University.  Passionate about animals’ needs and rights, Christine has fostered dogs and cats in need of rescue at Ruff Start Rescue since 2012.

Becca Joseph

Director of Finance‚Äč

Phone:(952) 232-0230
Fax: (952) 392-3656
Toll Free: (877) 361-4501

Becca@hemingwaywealth.com

 

Becca joined our team in July 2016. She assists Eric with special projects and is responsible for the day-to-day business functions of Hemingway Wealth Management including finances; vendor management; client-facing technology applications; and communication compliance. Becca worked 6 years as a CPA with Ernst & Young, leading teams in the Audit and Business Risk Services groups on a wide variety of client engagements. Shortly after graduating from the University of Notre Dame, where she earned a B.S. in Accounting, Becca and her husband volunteered with the Peace Corps in Abu Banna, Jordan teaching English as a second language to both students and adults. An active mom and member of the Minnetonka community, Becca volunteers at her kids’ schools and competes in running events and triathlons. Becca and her husband have 3 children.

Kim Jaeger

Administrative Assistant/Insurance Coordinator

Phone:(952) 232-0230
Fax: (952) 392-3656
Toll Free: (877) 361-4501

kim@hemingwaywealth.com

Kim joined our team in July 2014 and is the Director of First Impressions. Her primary responsibilities include administrative and office support, assisting Eric by submitting and processing insurance applications, management of the client database, and providing clients and prospective clients with an exceptional experience. Kim loves to garden, read and volunteer in her community. She is currently serving on the Minnetonka Booster Club Board as the Store Treasurer. Kim and her husband reside in Minnetonka and have two daughters.

Eric R. Hemingway and Richard Hemingway are Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC

Hemingway Wealth Management, LLC and United Planners are not affiliated.

The information on this site is being provided for educational purposes only. In no way is the information on this site to be deemed a solicitation to open an account or conduct securities transactions. The information herein is accurate and complete to the best of our knowledge. Information provided by third parties, while filtered for overt inaccuracies and misstatements, is the responsibility of the third party. The information on this site should not be your sole resource with respect to making an investment determination. Always discuss your personal investment objectives, risk tolerance, liquidity needs, financial situation, etc. with an investment professional prior to investing in any particular security or investment strategy. You should always consult a tax or legal professional for advice regarding your specific tax and/or legal situation. Past performance is not indicative of future results. All investing carries an inherent risk of the loss of principal.

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