About Hancock Martin

Design Your Wealth. Protect Your Future.

Who We Are

At Hancock Martin, we are architects of financial empowerment; we blend legal precision and tax expertise to help successful individuals and business owners protect what they’ve built.

As a boutique strategic financial consultant firm, we believe your financial future deserves more than one-size-fits-all solutions. That’s why we design every wealth strategy with care:  combining personalized tax mitigation, estate planning, and alternative investment opportunities to maximize growth and safeguard your legacy.

Our Mission

Your success wasn’t accidental — protecting it shouldn’t be either.

Our mission is simple: To help high-achieving clients build, preserve, and transition wealth with confidence. We do this by integrating sophisticated legal, tax, and investment strategies tailored to your specific goals so your wealth works for you, your family, and your future.

At Hancock Martin,  we offer:

Our clients don’t just get strategies, they get an integrated team that works collaboratively to design wealth solutions that evolve with their success.

Meet Our Team

Behind every successful wealth plan is a team of experienced  professionals who understand the complexities of wealth, tax, and legacy preservation.

Each team member brings a wealth of knowledge, from legal advisors and tax strategists to investment experts, working together to help you design your financial future.

Key Personnel

Richard Warren, Chief Operating Officer

Richard, an accomplished CEO and COO, leverages deep expertise in law, operations, and strategic growth to build high-performing teams and lead organizations through complex challenges with integrity and lasting impact.

Gregory Sacks, Chief Financial Officer

Gregory is a seasoned financial executive with over 15 years of progressive leadership experience serving as CFO and Controller across banking, construction, and healthcare management sectors.

Matthew Pack, Systems Executive

Matt is a Senior Project Manager who combines technical expertise and strategic vision to lead cross-functional teams in delivering innovative, efficient solutions for complex enterprise initiatives.

David Proctor, Administrative Director

As Director of Talent Acquisition, David leverages 25+ years of military and federal contracting leadership—including combat deployment, university-level officer recruitment, and executive-level strategic planning for USAF programs.


Tax Attorneys and Advisors

Andrej Kandus

Tax Advisor

Andrej helps individuals and businesses transform their finances through innovative, legally compliant strategies that unlock lasting financial growth. 

David Olivencia, JSM, CPA, MLM

Tax Attorney & Advisor

David is a seasoned legal and financial professional who helps businesses navigate complex tax challenges and achieve long-term growth through strategic tax solutions.

Dennis Olmstead, JSM, CPA

Tax Attorney

A seasoned tax lawyer and former Big 4 partner, Dennis leverages global experience in law, finance, and operations to deliver strategic, growth-focused solutions.

Jared Berg, JD

Tax Attorney

Jared drives growth and profitability by combining strategic insight, financial expertise, and a commitment to helping clients navigate complex financial decisions with confidence.

Jeff Kurpiel, JD, MBA, CPA, CFA

Tax Attorney & Advisor

Jeff brings decades of leadership in financial services, uniting expertise in tax, law, and investment strategy to deliver innovative, global solutions that protect and grow client wealth.

Phillip Mancino, JD, LL.M

Attorney

Phillip is a seasoned tax strategist

specializing in wealth mitigation for high-net-worth individuals and closely held businesses, with expertise in global tax planning, M&A transactions and transfer pricing.

Relationship Team

Ana Carroll | Relationship Manager:

Ana is a seasoned business development and relationship management professional with a decades-long track record of driving revenue, building strategic partnerships, and delivering meaningful client results. As the founder of Oceanside Marketing & Sales, LLC, Ana specializes in operational and collaborative growth strategies that fuel long-term success. Her leadership style has consistently yielded strong outcomes—most notably a 90% client retention rate in previous roles, underscoring her ability to inspire teams and cultivate loyalty.

Ana’s career began on the vibrant stages of South Florida, where she performed as the lead vocalist for several well-known local bands. Recognizing the challenges fellow musicians often faced, she expanded her role to include talent booking—helping artists secure consistent performance opportunities. Her passion for creating impact evolved into event and promotional management with a consumer event company, where she excelled in negotiation and logistics, further showcasing her adaptability, leadership, and entrepreneurial spirit.

Throughout every chapter of her career, Ana’s focus has remained on providing genuine value while ensuring the client experience is both exceptional and engaging. Bilingual in English and Spanish, she brings a multicultural perspective to every engagement, bridging gaps and fostering authentic connections with diverse stakeholders.

Bill King | Relationship Manager:

Meet Bill King, a seasoned financial professional with 28 years of industry expertise. Specializing in capital markets, wealth management, and financial advisory, Bill has a proven track record of success from his tenure at prestigious institutions like JP Morgan and Lehman Brothers.

Throughout his career, Bill has excelled in navigating complex financial markets, offering tailored solutions to high-net-worth clients and institutions. With a deep understanding of market dynamics and strong analytical abilities, he provides valuable advice that drives financial growth and stability.

Drawing on his experience at top-tier financial firms, Bill has developed a comprehensive knowledge of the industry. His client-centric approach ensures that he crafts customized strategies aligned with each client’s unique needs and goals, earning him their trust and loyalty.

Known for his dedication to excellence, Bill is a valuable asset to any financial organization. His ability to provide insightful guidance and strategic direction guarantees clients receive superior service and achieve their financial aspirations.

Christopher Ashton | Regional Director:

Christopher Ashton brings over two decades of experience in the broker-dealer and RIA space, where he advised high-net-worth individuals across a wide spectrum of financial needs. Throughout his career, one challenge stood out time and again: taxes. It was this persistent pain point that led Christopher to Hancock Martin. Drawn to the firm’s deeply personalized and compliant approach to tax mitigation and wealth preservation, he found not only a solution for his clients—but a team that matched his commitment to delivering strategic, high-impact financial guidance.

As Regional Director, Christopher combines his extensive industry insight with a passion for helping individuals and families protect and grow what they’ve built. Beyond his professional role, Christopher is a proud husband (since 2002), father of four, and devoted dog dad to two Cavapoo pups. A craftsman at heart, he enjoys woodworking, training young athletes, and exploring the role of the central nervous system in elite performance. For Christopher, success is about more than numbers—it’s about building lasting trust and helping clients design a financial future that reflects their values and vision.

Jamila Hubbard | Relationship Manager:

Jamila is a relationship-driven business development and client advisory professional with a strong background in legal technology, enterprise account management, and strategic sales. She currently serves as a Solutions Consultant at LexisNexis, where she works closely with law firms across the Washington, D.C., Maryland, Virginia, and Delaware region to strengthen client relationships, increase platform adoption, and identify strategic growth opportunities through consultative support and data-driven insights.  

With a Juris Doctor from University of the District of Columbia David A. Clarke School of Law and a Bachelor of Science in Marketing and Finance from La Salle University, she brings a unique blend of legal understanding, financial insight, and client-focused strategy to every engagement. 

Jason Price | Relationship Manager:

Jason is a results-driven sales leader whose career spans more than two decades of building client relationships, closing complex deals, and consistently outperforming in environments where the stakes are high and the details matter.  His background spans enterprise technology, government procurement, and high-net-worth client engagement, giving him a uniquely well-rounded perspective on how influential individuals and organizations make consequential financial decisions. He understands the buying process not as a transaction, but as a relationship built on trust, clarity, and a genuine commitment to delivering outcomes that matter.

Jarum Stone | Relationship Manager:

Meet Jarum Stone, your go-to tax mitigation specialist for elite entrepreneurs and high-income individuals. With a sharp focus on leveraging key tax codes like Sections 162, 170, 179, and 168(k), Jarum helps clients slash their tax liabilities with precision.

As the founder of Stone Advisory Group, Jarum excels in guiding clients through asset sales to minimize or even eliminate capital gains taxes. Teaming up with Wilson Hand amplifies his ability to reach more clients with impactful tax strategies.

John Ryan | Relationship Manager:

Meet John Ryan, the driving force behind Wilson Hand’s outreach and business development initiatives. With a background as a CEO of a national sales company and experience in corporate consulting, John is dedicated to fostering strong client relationships and expanding the firm’s reach.

Armed with a degree in business management, marketing, and advertising, John brings a wealth of knowledge in market dynamics and effective business strategies to the table. At Wilson Hand, he utilizes this expertise to develop innovative outreach strategies and seize new business opportunities.

Known for his proactive approach and ability to understand clients’ unique needs, John has become a trusted advisor at Hancock Martin. His dedication to excellence ensures that the firm continues to deliver exceptional service and results to its clients.

Michael Magill, CRPC | Relationship Manager:

Michael brings more than 35 years of financial services experience to Hancock Martin,  a career built entirely at the intersection of institutional markets, high-net-worth clients, and the kind of complex financial strategy that most professionals spend a lifetime trying to master. Ranked consistently among the top performers nationally throughout his career — Top 2 in his division, Top 5 in the nation, Top 3 in total sales — Michael has never approached a client relationship as a transaction. He approaches it as a responsibility. His CRPC designation reflects not just his technical credentials, but a genuine commitment to understanding what clients have built and what it will take to protect it.

Minnie Hubalde | Regional Director:

Minnie brings more than two decades of executive leadership across some of the world’s most respected financial institutions,  including Citibank and AXA, where she built and led high-performing teams, managed hundreds of millions in monthly production, and guided thousands of clients through complex financial decisions. As Chief Bancassurance Officer at AXA, she oversaw a nationwide network of hundreds of branches, managed a $30 million monthly budget, and led up to 780 professionals across sales and wealth management — earning industry recognition for consistently delivering results that placed her team among the top performers in the region. Her career is defined not by titles, but by a foundational belief that every client deserves a financial strategy built around their actual life,  not a generic product pushed across a counter.

Ready to Design Your Wealth?

We believe protecting your wealth starts with a conversation.

Let’s explore how our personalized, tax-efficient strategies can help you maximize what you’ve built and design a future worth preserving.

Meet Our Team

Behind every successful wealth plan is a team of experienced architects — professionals who understand the complexities of wealth, tax, and legacy preservation.

Each team member brings a wealth of knowledge — from legal advisors and tax strategists to investment experts — working together to help you design your financial future.

Marcus Lee, CFA

Senior Investment Strategist

With 18+ years in private banking and portfolio management, Marcus brings a data-driven and client-focused approach to investment strategy. A Chartered Financial Analyst (CFA), he blends traditional market wisdom with forward-looking insights, including ESG investing and fintech innovation. Marcus is passionate about helping clients align their portfolios with both personal goals and broader purpose.

Expertise:

David Bennett, CFP

Director of Client Advisory Services

David combines over 15 years of financial planning experience with a gift for communication. A Certified Financial Planner (CFP®), he is the go-to advisor for families, entrepreneurs, and individuals seeking clarity in their financial lives. His values-driven approach ensures every plan reflects the client’s unique life story, goals, and legacy. Clients value David’s empathy, responsiveness, and ability to make complex planning feel personal and approachable.

Expertise:
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