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Chad Hoffmann

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.