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®
AL, CA, CT, DE, FL, GA, IN, MA, MD, ME, MI, MO, MS, NC, NJ, NY, PA, TN, TX, VA, WA, WI, WV
Kristin Marie Beckerink
Client Service Associate