Meet our team

Head Investment Partners is first and foremost focused on YOU. We want to listen and understand your needs. What are your pain points and aspirations? What does your ideal relationship with a financial professional look like?

Our dedicated team draws upon decades of experience to deliver a solution tailored to your very specific needs. Whether you are a plan sponsor, plan participant, or wealth management client, we seek to make your life easier by delivering a tailored set of solutions, excellence in client service, and the personal attention you deserve.

Investing isn’t always easy but working with your investment professional should be!

Our Values

Our values are the cornerstone of our client-first culture.

LEAD WITH INTEGRITY

STAY PREPARED AND PROACTIVE

BE TRUTHFUL AND TRANSPARENT

STAY COMMITTED AND CONNECTED

BE ACCOUNTABLE AND AUTHENTIC

Daniel Head

MANAGING DIRECTOR,
SENIOR PORTFOLIO MANAGER

Jonathan Hayes

LEAD ANALYST| PORTFOLIO MANAGER

Carleen Head

DIRECTOR, OPERATIONS | MARKETING

Rachael J. Holcomb

RETIREMENT PLAN SPECIALIST,
WEALTH MANAGEMENT ADVISOR

Naomi Wallis

CLIENT RELATIONSHIP MANAGER

With more than 100 years of collective experience, our team embraces a client-first culture and focuses on building genuine relationships that last.

Retirement Plans

Wealth Management

Team

Contact

Reliability of Sources The articles and opinions expressed in this document were gathered from a variety of sources, but were reviewed by Head Investment Partners,LLC prior to its dissemination. All sources are believed to be reliable but do not constitute specific investment advice. In all cases, please contact your investment professional before making any investment choices.

Return on Products The return assumptions are not reflective of any specific product, and do not include all fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. The return and principal value of the investments will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.

Opinions Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.