Jessie Harris, CFP®
Partner, Financial Planner
I spent many years in corporate America, where companies talked about putting people first but ultimately focused on what was best for themselves. That experience is what inspired me to start Cardinal Hill Wealth Management. I wanted to build a firm that truly puts clients first and creates long-term relationships centered around guidance and doing what is right for the people we serve.
As a CFP® professional, I see myself as a steward of our clients’ dreams and wealth. I especially enjoy helping pre-retirees and retirees navigate life’s transitions with greater confidence and less financial stress. Financial planning goes far beyond investments—it’s about helping people live the life they want with clarity and making complex problems simple and solvable.
Outside of work, I spend most of my time with my family. My wife, Niki, and I stay busy with our four children — August, Addy, Josie, and Wrenn — and all the sports, activities, and adventures that come with them. I love coaching my kids’ football, basketball, and soccer teams, staying active, traveling, and collecting bourbon. Niki prefers the beach while I will choose the mountains every time.
I’m a proud graduate of Texas A&M and remain a loyal Aggie fan.
I look forward to getting to know you and helping you pursue what matters most to you and your family.
Robert Hill, PhD, CFP®
Partner, Investment Coordinator
I discovered my passion for investing and financial planning while trying to understand my company’s 401(k) plan at my first job with a life insurance company. What started as curiosity quickly turned into a lifelong fascination with investing, taxes, estate planning, and the strategies that help people make smart financial decisions. Thankfully, my family and friends have tolerated many dinner table conversations on those topics over the years.
I earned my BBA in Managing Information Technology and MBA with a finance focus from Baylor University before completing my PhD at the University of North Carolina at Chapel Hill in Strategy & Entrepreneurship. My research focused on entrepreneurship and social change, including how prison training programs can reduce recidivism and encourage job creation through entrepreneurial education.
Today, I work closely with business owners, executives, startup employees, and other financially complex clients to help simplify big decisions and provide thoughtful guidance around investments, taxes, stock options, and long-term planning. I genuinely enjoy the “advanced nerdery” side of financial planning, but what I enjoy most is helping people align their finances with the life they want to build.
Outside of work, I spend most of my time with my wife, Jenny, and our two daughters, whose career goals currently include training otters… and “doing something,” depending on the day.
Brooke Phillips
Client Specialist
Amber Heeley
Administrative Assistant
Before joining Cardinal Hill Wealth Management, I spent nearly a decade working in education and leadership roles. During that time, I learned that whether you are helping students, families, or clients, relationships matter most. People want to feel heard, supported, and cared for — especially when navigating important decisions.
In my role at Cardinal Hill, I help support clients through account openings, transfers, scheduling, paperwork, and the many moving pieces that happen behind the scenes. I enjoy helping make the financial planning process feel more approachable and less overwhelming. One of my favorite parts of my job is getting to know our clients and being part of a team that truly cares about the people we serve.
Outside of work, I enjoy spending time with family, reading, tackling organization projects, and spending time with our three dachshunds. I also love trivia and am always excited to learn random facts and new information both personally and professionally.