Broker Check

Team

 

Will is a Financial Advisor, an AIF® designee, Founder and President of Hoffman Wealth Management. As a financial advisor for 14 years, Will develops customized and comprehensive financial planning solutions for his clients, while...

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Katie’s role at Hoffman Wealth Management is to serve as a liaison to clients and their service needs. She is responsible for our website education and account opening processes. Also, as a licensed life insurance and long term...

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