Continuing the Legacy: Strong Beginnings Inspire New Owner

Lynn Pasqualetti and Laura Bevins opened the doors to HLM 32 years ago from the den of our home. I can remember falling asleep to the sound of Lynn’s 10-key calculator softly buzzing until the wee hours of the morning. Lynn and Laura started this business in a time when the profession was male dominated. After an encounter with a boss who refused to let Lynn go see her father-in-law after he had a massive heart attack, she determined she could be only half as good and half as nice and still do many times better. On September 15, 1986, HLM Financial Group was born.

Over the years, the HLM client base has become like my family. They have seen me grow up, and I have seen their families shift, change and grow. I hold this lasting connection to our clients dear to my heart. I never imagined that I would be the legacy for the firm. In fact, I hated tax season. It meant long hours for Lynn and Laura and hard work in short periods of time. However, in 2001, I moved home, and Lynn offered me a temporary position in the front office answering phones. I fell in love.

Thus began my longest relationship to date. I cherish my anniversary here at HLM every November as a reminder of my growth and commitment. Lynn taught me the relationship we have with our clients is truly the most valuable source of strength in our firm. We hold those relationships with great responsibility. Several years ago, I became a licensed Enrolled Agent, and Lynn began sharing some of her relationships with me. This transition has made my life full.

After 32 years, I am ready to take the torch and carry on the tradition of HLM Financial Group. I knew I could not do this alone as Lynn and Laura have big shoes for me to fill. We were lucky enough to bring Deloyd Johnson-Jones, CPA, into the firm two years ago. Deloyd comes to us with over 20 years of accounting and controller experience. The two of us have many of the same philosophies about life and relationships and we both value the relationships with each HLM client. We are so excited to announce that we have purchased the firm and will be continuing its legacy. We are ready to take HLM in to the next 32 years! We invite you to celebrate this transition with us and look forward to a continued relationship with all old and new HLM clients.