Team
We are a group of professionals who want to serve others, helping them be great investors and better people.
TrendCalc is a team of professionals, led by Phil Hammond. We are not a faceless corporation with thousands of employees. Nor do we want to be.
We don’t use automated telephone systems that route you from one recording to another.
We don’t hide behind financial jargon, buzzwords or talk down to people with the oversold conventional wisdom of the financial advice industry – we’re just a team of professionals who are helping others be great investors and better people.
Give us a call, shoot us an email or send a text message, one of us will happily pick up or reply.
If we are on the phone with another client, leave us a message, and we’ll return the within 24 hours, if not sooner.
If you are an existing client, let’s schedule a quarterly call or a face-to-face meeting to review and update your plans and portfolios.
If you're new to TrendCalc, let’s set a time to have coffee and chat. We love getting to know new people, making new friends and seeing how we might be of help.
Whether you are an existing client or new to TrendCalc, our door is always open for you. We are here to help and serve you any way we can, financially or just as a friend.
Phil Hammond
Managing Director/Chief Portfolio Strategist
Phil established TrendCalc Dynamics to address the financial, retirement and investment strategy needs of individual investors as well as group retirement plans. With nearly 30 years in the financial advice industry, Phil has a wealth...
Carl Tucker
Operations Manager
Carl is the Operations Manager at TrendCalc Dynamics. His primary roles at TrendCalc are as follows: Provide administrative and IT technical support to everyday operations Coordinate TrendCalc business partner relationships Assisting...
Tom Heinmiller
Business Development Consultant
Tom has spent most of his professional career in new business development; beginning as a marketing representative with IBM and GE, where his responsibilities included determining client needs. Tom brings that expertise to bear with...
Kristen May
Client Concierge
Kristen is the Office Manager and Marketing Specialist for TrendCalc Dynamics. Her primary roles at TrendCalc are: Executive Advisor Administrator to Phil Hammond Maintain regular communications with clients Serve as a first point of...