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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Chad Hoffmann

President & CEO

Chad has been a financial advisor since he graduated in 1999 with a Bachelor’s Degree in Business Administration. Chad currently holds several state licenses and has his Certified Financial Fiduciary (CFF).

Chad’s goal is to see everyone be financially successful. He loves helping his clients plan for and build financial wealth for their retirement years. Chad takes pride in working with each client to achieve their dreams.

A personal note from Chad: Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

In his free time, Chad enjoys volunteering at church, attending events with his two children, reading up on stock news and traveling with his wife. A favorite travel destination of Chad’s is Arizona where they enjoy hiking as a family and being outdoors.

Eric Palmer

Registered Support Staff

Eric joined our team at WORTH Investments in 2023. As a Registered Support Staff, Eric will help his clients manage their long-term financial goals and pursue their financial independence. He has 17 years of experience in the banking industry.

Eric grew up in Des Moines, IA and has lived in Cedar Rapids since 2009 with his wife and three kids. You can find them out hiking as a family, playing sports, and dominating board games.

Renae Hoffmann

Chief Financial Officer

Renae has been working at WORTH investments since 2019. Prior to this Renae was a CPA in public accounting, eventually transitioning to private accounting as....

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Shannon McManus

Executive Assistant to Chad Hoffmann

Shannon manages administrative duties and client relations for Chad at WORTH Investments since joining the team in Fall 2021. As an Executive Assistant she ensures....

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Heidi Rood

New Account Specialist

Heidi has been with WORTH Investments since 2019. Heidi is responsible for collecting, reviewing, and verifying all new account applications. She provides retail support for....

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Katie Stevens

Client Operations

Katie has worked in different areas of finance for the past 15 years and joined WORTH Investments in April 2022. She handles money movement and....

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Breanne Robinson

Client Communications

Breanne has been with WORTH Investments since 2017. Over the years she has had many responsibilities. Currently, she is responsible for our monthly client communication....

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Sharon Scholtes

Document Specialist

Sharon has been with WORTH Investments since January 2021. She is responsible for the maintenance of company documents. This includes reviewing and uploading new account....

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