Experience Makes all the difference

With my more than 25 years of experience as a loan officer, investment manager and financial advisor, as well as my designations as a Certified Financial PlannerTM and a Certified Exit Planning Advisor, I work closely with executives and small business owners to provide comprehensive wealth management and investment solutions.

Jeffrey Lane Hogue, CFP®, CEPA®

Senior Vice President - Wealth Management
Financial Advisor
Portfolio Manager
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
352-745-7443

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Registered States:
AL, CA, CT, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, MS, NC, NJ, NY, PA, TN, TX, UT, VA, VT, WA, WI, WV


Kristin Marie Beckerink

Client Service Associate
352-745-7440

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