Meet Our Team

John Hofman, PIM

Senior Vice President - Investments
Financial Advisor
Senior PIM Portfolio Manager

Jimmy Hofman, CFP, CPWA

First Vice President - Investments
Financial Advisor

Bobby Hofman, CFP, CIMA, CPWA

First Vice President - Investments
Financial Advisor

Ted Hellman

Financial Advisor

Dolly Rhodes

Senior Client Associate

Gina Lawlor

Senior Registered Client Associate