Hilary J. Sweeney, CFP
Client Advisor, Mairs & Power, Inc.
Joined the firm in 2023
Industry experience since 2006
Hilary J. Sweeney joined Mairs & Power as a Client Advisor in 2023. In this role she actively interacts with clients discussing investment strategy and performance, while also providing counsel in other financial planning matters.
Hilary started her career in the investment industry in 2003 with Minneapolis-based The Leuthold Group. She helped to edit The Leuthold Group’s institutional investment research and held various roles relating to the sales and marketing of their mutual funds and separately managed accounts. She was promoted to vice president in 2013, where she led in-depth discussions with financial advisors regarding the firm’s research and investment strategies. In 2018, she moved to The Colonnade Group at Thrivent Financial as a wealth advisor before joining the relationship management team at Orgel Wealth Management. In her role as relationship manager, Hilary developed comprehensive financial plans based on client needs and objectives, and provided advice on retirement, financial planning, tax planning, estate planning, budgeting and cash flow analysis.
Hilary holds a Bachelor of Arts in Communication and a Bachelor of Business Administration in Marketing from the University of North Dakota, graduating Summa Cum Laude. She is a Certified Financial Planner™ professional, a designation she has held since 2006.
On most nights and weekends, you can find Hilary and her husband watching (or coaching) their three daughters play hockey, lacrosse, soccer, or softball.