With over 80 years of combined experience, we help you build a financial foundation for the future. Our team takes the time to listen to your most important values and draws on the strengths and experience of each team member to help you define clear objectives and implement thoughtful strategies so you can live the life you choose and pursue your most important goals. Meet Our Team
We take a comprehensive approach and tailor each strategy to your specific goals and risk profile. Your plan will cover the four cornerstones of wealth planning including, investments, asset protection, liability management and legacy and estate planning strategies. Planning Your Future
Our planning process is a collaboration with you. We talk about what will happen over the next year, the next ten years, and beyond. We simply ask, “What do you want to have happen? What do you want your success to translate into?” Then we build a structure and strategies to allow that to happen. Since planning is an ongoing process, we make adjustments as your needs change. Learn About Our Process
James Hofmann, Managing Director – Investments
Jeri Cohen, Senior Vice President - Investments
Michael Sayther, Senior Vice President - Investments
James Hofmann, Managing Director – Investments and Michael Sayther, First Vice President - Investments are CERTIFIED FINANCIAL PLANNER™ professionals. To earn their CFP® credential, James and Michael have completed hundreds of hours of rigorous courses and examinations. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
James Hofmann, Managing Director – Investments has earned the designation of Chartered Retirement Planning Counselor®. This designation focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, James focuses on client centric problem solving as they assist clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.
In 2021, Jeri Cohen, Senior Vice President - Investments and James Hofmann, Managing Director – Investments were recognized as Platinum Council Advisors for Wells Fargo Advisors. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
James Hofmann, Managing Director – Investments has been recognized as a 2022 Forbes Top Next-Gen Wealth Advisor. The 2022 Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Both Jeri Cohen, Senior Vice President - Investments and James Hofmann, Managing Director – Investments have earned the Five Star Wealth Manager award. Jeri Cohen has earned the Five Star Wealth Manager Award for 10 years; 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023. James Hofmann has earned the Five Star Wealth Manager Award for 6 years; 2018, 2019, 2020, 2021, 2022, 2023.