About

Built to make life’s important information easier to understand and use.

HearthBook was created to bring together the people, documents, financial information, and plans that often end up scattered across everyday life.

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HearthBook

A place for the important things in life.

I named HearthBook after a simple idea. The hearth has always been the center of a home and around it, the shelves: the records, the photographs, the papers, the things we keep close. Those shelves change over time. Things get added, updated, moved, and eventually handed to someone else.

I built HearthBook because I watched how hard that "handed to someone else" part actually is.

I've spent years working in finance and as a fiduciary, and before that as an Army officer. In all of it, the same scene kept repeating: someone, at the worst possible moment, trying to piece together another person's life from a drawer of statements, a login nobody knows, and a plan that lived only in one person's head. Sometimes it was a spouse or a child. Just as often it was a close friend, a neighbor, an attorney, whoever happened to be trusted, and happened to be there. Then it happened close to home and I found that even with my background, we were guessing. The information existed. It just wasn't anywhere the person who needed it could find it.

So I built the shelf I wished we'd had: one connected place for the people, information, documents, and plans that matter to you. Organized so you can use it now, and so whoever you choose can find it when it counts. You decide who that is. One person or ten. Family, or not.

HearthBook is a small company, and I'd rather it stay honest than get big. No ads, no selling your information, and a price anyone can justify. Beyond that, my only promise is that every year the shelf gets a little more useful. I'm still adding to mine, too.

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People behind HearthBook

HearthBook is being built with experience across finance, fiduciary services, technology, and the real-life decisions people face when organizing what matters.

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David M. Vicini

Founder & CEO

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David Vicini is the founder of HearthBook, bringing more than 20 years of experience across finance, operations, investment banking, wealth management, mortgage lending, real estate, and technology. Much of his career has involved making complex information easier to understand, building systems around it, and working in highly regulated environments.

He also operates a fiduciary business and is a National Certified Guardian. His professional training spans integrated wealth planning, asset management, trust administration, fiduciary risk and compliance, and fiduciary principles and ethics.  

David holds securities (inactive), mortgage, and real estate credentials across multiple disciplines. David also served 10 years honorably with the US Army and Army Reserve.

He created HearthBook around a simple idea: the important information in our lives should be easier to organize, understand, use, and make available to the right people when it matters.
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Aaron Nonis

Operations

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Aaron Nonis is a product and engineering executive who has spent twenty years building platforms people trust with the things they care about most. He led Product Engineering for HBO's streaming platforms, scaling HBO GO and HBO NOW across 15 platforms and more than 200 device types for tens of millions of customers, and hiring over 200 engineers along the way.

As COO and CISO of a venture-backed game studio, he ran operations and security for a three-billion-unit digital economy. A founding member of Microsoft's XNA team and an Emmy winner for the Westworld VR experience, Aaron builds AI-native products and advises companies on shipping software worthy of their customers' trust.

At HearthBook he leads operations and security. This is Aaron's third business venture with David.

Advisors
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HearthBook is supported by experienced advisors who contribute perspective across finance, insurance, business, and related areas.
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William E. Davis
Advisor

William E. “Bill” Davis advises HearthBook on wealth management, insurance, marketing, business development, and other areas related to serving individuals and families with complex financial lives. Bill is the Chief Executive Officer of Pinnacle Capital Group and brings more than three decades of experience across investment advisory services, capital markets, insurance, compliance, alternative investments, and financial-services distribution. Earlier in his career, Bill served 21 years in the United States Marine Corps, where he held senior leadership and mentorship roles.

Bring what matters together.

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