At Hicks Capital, we realize that the people on our team are the heart of our firm. We have established a thorough hiring process to find people of great character. Character is not something that we can teach or train. It comes from within and we believe it is the heart of each member of the team.
T.D. Hicks, CFP®, CPA Inactive
President / Private Wealth Advisor
TDHicks@HICKS-CAPITAL.COM
T.D. Hicks, CFP®, CPA Inactive
President/ Private Wealth Advisor
T.D. has been fascinated by the investment world since the age of seven, when his father explained compound interest while waiting in line at their local bank’s drive-through. T.D. went to college with $200 and a handshake. While his family gave him all the love and support in the world, it was up to him to figure out the finances. The introduction to compound interest at an early age and responsibility to support himself financially throughout college drove many of T.D.’s passions in his professional career.
After earning degrees in both finance and accountancy at Wright State University, he began his career as a Tax Consultant in the Private Client Group for Arthur Andersen LLP in Cincinnati and Columbus, Ohio. He consulted with high net worth clients and family-owned businesses on federal and state income tax issues, estate and gift tax planning, trust planning, and financial planning strategies.
In 2000, he accepted an opportunity to work for Smith Barney as a Financial Advisor in Columbus, where he provided comprehensive wealth strategies to retirees, high net worth individuals, and family-owned businesses. He was promoted to Second Vice President in 2006 and Vice President – Wealth Management in 2008.
T.D. came to realize that there was a better way to work with clients than at a big Wall Street firm. He founded Hicks Capital Management in 2011 to serve clients as a fiduciary, putting their interests first, which meant no more conflicts of interest, no more hidden fees or commissions, no more “sales” meetings, and no more constraints on how he could serve clients. He chose to dedicate himself – and his firm – to creating true partnerships with clients based on transparency, accountability and collaboration.
A dedicated member of his church, he has served on its board and various committees. In addition to coaching youth sports, he enjoys kayaking, boating, saltwater fishing and – most of all - spending time with his family.
Tidbits
Perspective on work: Do what you love and you never work another day in your life.
Favorite travel: Family vacations anywhere warm.
Favorite books: The Purpose Driven Life, Moneyball, Essentialism
Favorite movies: The Natural, Indiana Jones and Raiders of the Lost Ark, Rocky IV, E.T., National Lampoon’s Christmas Vacation
Favorite quotes: “When you come to a fork in the road, take it.” Yogi Berra
“Nothing in this world can take the place of persistence. Talent will not: nothing is more common than unsuccessful men with talent. Genius will not: unrewarded genius is almost a proverb. Education will not: the world is full of educated derelicts. Persistence and determination alone are omnipotent.” Calvin Coolidge
Something most people wouldn’t know
T.D. was a 4-year college letterman on the Wright State University baseball team, set several school records as a senior and was team MVP. He’s still a baseball fanatic and has been a baseball coach for more than 20 years.
Jason S. Moore, CRPS
Private Wealth Advisor
JMoore@HICKS-CAPITAL.COM
Jason S. Moore, CRPS
Private Wealth ADVISOR
“Take care of your clients and everything else will take care of itself.” Jason received that advice almost 30 years ago from a mentor when he began his career in the investment management industry and he still follows it today.
With his BA in business administration from Mt. Vernon Nazarene University in 1994, Jason joined Smith Barney in Columbus, Ohio and spent 17 years as a Private Client Advisor. After the credit crisis in ’08, Jason could see that the major firms were moving from a client-first focus and shifting to a shareholder-first environment. Continually hearing “fair but not equal” when leadership explained the firm’s client engagement models, he knew it was time to make the jump to independence. In 2013, Jason joined former colleague T.D. Hicks at the registered investment advisory firm that he started two years earlier.
When not in the office, Jason loves being outdoors, hiking, mountain biking and doing just about anything with wife Vicki and sons Grant and Jackson.
Perspective on your work: I have always been driven to be my own boss and can’t imagine going back to a large Wall Street firm. It is just refreshing to be on the same side as the client at all times and advising them on how to reach their financial goals. I wake up every day thankful for the opportunity to work with such wonderful clients.
Favorite travel: The Western United States. Growing up in the Midwest you get used to the same terrain and the change of seasons…and honestly, you grudgingly get used to the cloudy days from October to May. I love to travel out West where everything is so expansive. Put me in a western town with mountains and sunshine and I am truly content.
Favorite Books: I really don’t read a lot to wind down…I would rather be outdoors spending time with my family and friends. With that said, one of my favorite books is Essentialism by Greg McKeown. It is such a great resource to stay on track with investing your time and talent into what matters most to you. I also enjoy reading the Wall Street Journal for current events and keeping a pulse on what is being read in the business world.
Movies: The Natural, Bull Durham, Sicario Series…then whatever is playing on the app when I’m on a plane!
Favorite apps: Wall Street Journal, CNBC, MLB
Something most people wouldn’t know about you: I really struggle with just sitting around. I always feel like I could be doing more. Also, I really don’t like wearing suits and jackets. Fortunately, I have wonderful team members that suffer through my casual and very comfortable office attire.
Favorite quote: “Get busy living or get busy dying.”- Shawshank Redemption movie
Linda M. Cash
Chief Compliance Officer
LCash@HICKS-CAPITAL.COM
Linda M. Cash
Chief Compliance Officer
Linda’s first and greatest career influence was her mother who worked in the banking Industry. She taught Linda at an early age that, “If you learn how to manage your finances, you will always be able to take care of your family.”
Following in her mom’s footsteps, Linda has spent her entire career – more than 35 years – working in financial services. She began as a supervisor at Bank One in Columbus, Ohio. During that time, there were five major banks headquartered in Columbus. Linda learned that a client-first attitude is truly the only differentiator in the very crowded banking and investment industries.
Linda was recruited by Smith Barney Citigroup in 1995 to work with a large investment team. Early on at the firm, she was influenced by several mentors who encouraged her to continue to grow and never stop developing her skills to their fullest. By 1999, she began being promoted into a variety of management positions, including, Branch Administrator, Operations Manager, Complex Risk Officer and Complex Service Manager. In 2001, she achieved the designation of Vice President.
In 2009 after the merger of Smith Barney and Morgan Stanley, Linda was promoted to Operations and Compliance Manager for the entire state of Ohio at the new firm. After three years in the role, she became increasingly removed from any type of client facing interaction. At the same time, T.D. Hicks reached out with the opportunity to join Hicks Capital in Compliance and Operations Management and return to the client interaction that she had so enjoyed early in her career.
When not working, Linda loves spending time with her family and also enjoys serving others through her church and in the community.
Over the years, she has been involved with Special Olympics, Habitat for Humanity, Susan G. Komen Race for the Cure, the Mid-Ohio Food Bank, and mission work on the West Coast of Mexico through her church.
Tidbits
Favorite sport: Ohio State Football! I never miss watching the games and cheering on the Buckeyes!
Favorite travel: I enjoy visiting the Gulf Coast of Florida, especially, Sanibel Island. I love the ocean, the sun, the beach, the dolphins, and most of all…the peacefulness.
Favorite books and movies: Reading the Bible is a focus in my life. I have always loved the movie The Wizard of Oz. It’s the first movie I can remember watching where a little girl can make a positive impact and change the world!
Favorite quote: “The best way to predict the future is to create it.” - Abraham Lincoln
Something most people wouldn’t know about you: I am a breast cancer survivor.
David J. Fiest
Technology Specialist, Investment and Portfolio Analyst
DFIEST@HICKS-CAPITAL.COM
DAVID J. FIEST
Technology Specialist, Investment and Portfolio Analyst
David joined the Hicks Capital Team in the summer of 2014 after a distinguished aviation career that began upon his graduation from Embry Riddle Aeronautical University. Immediately after graduation, David became a full time instructor at Embry Riddle and then joined United Airlines as a pilot in 2001. Working 30,000 feet above the ground where it is blue skies and sunshine everyday was a dream come true for David, but one that pulled him away from his family more than he was willing to accept. Realizing that he could satisfy his love for flying through private aviation, he transitioned to a second career in the Financial Services industry in 2005.
Between 2005-2011, Dave held various roles with a large successful team at Morgan Stanley, Smith Barney, and UBS. While working as a Financial Advisor at Smith Barney, he met T.D. and Jason. When T.D. reached out in 2014 with a role at the firm, David eagerly joined the team.
So much of what allowed David to excel in his aviation career transitions into his daily work at HCM. His detail oriented background transitions easily into the portfolio analysis and investment management that he is responsible for. Just as when he was keeping commercial airline passengers safe and on the correct path to their destination, he loves being part of a team that positively impacts clients’ lives by keeping their financial plans on course.
Tidbits
Favorite sports teams: Ohio State Football and Columbus Blue Jackets
Favorite travel: The Caribbean because I love the clear blue water, sun and sand
Favorite book: Sully: My Search for What Really Matters
Favorite movie: Airplane!
Favorite quote: "The greatest glory in living lies not in never falling, but in rising every time we fall." -Nelson Mandela
What gets you excited: Spending time with my wife Rachel and our children Madelyn and Gavin. Then, anything airplanes and aviation in general.
Something unique: Dave and his family love spending time on freshwater lakes in Ohio and Michigan during the summer months.
Megan Carlson
Client Services Manager
mcarlson@HICKS-CAPITAL.COM
Megan Carlson
Client Services Manager
After earning her BA in Business Administration with an emphasis in Finance at Columbia College in Missouri, Megan began her career in accounting. After 13 years, Megan was inspired to follow in her father’s footsteps and work in the financial industry. His strong worth ethic and helping others navigate their investments and financial futures inspired her to begin her career with him as a Financial Service Professional at AXA Advisors in 2008. Megan continued in the financial industry and worked as a Wealth Management Client Associate with Merrill Lynch before joining the Hicks Capital Team in February 2024.
Driven by a passion for assisting people and educating them on the intricacies of their investments, Megan finds fulfillment in her work every day. She particularly enjoys building meaningful relationships with clients, taking the time to understand their unique situations and aspirations, as well as those of their families.
Tidbits:
Favorite sports team: Chicago Cubs
Favorite travel: Ireland. I love the breathtaking countryside and reconnecting with family roots.
Favorite movie: I enjoy watching comedy movies – finding laughter is a great way to unwind.
Favorite quote: “Always remember you are braver than you believe, stronger than you seem, smarter than you think and loved more than you know” – Christopher Robin speaking to Winnie the Pooh
What brings me great joy: Witnessing the growth and bond among my daughter and nieces/nephews. Seeing their love and camaraderie evolve over time brings me immense happiness and serves as a constant source of inspiration in my life.
Something most people don’t know about me: Growing up I always wanted to be a dolphin trainer. Dolphins are great at teamwork and easily form friendships.