Chris Hoffa, CFP^®, CPA

How do I help our clients Live a Richer Life®?
My life goal is to have a positive impact on the world and those around me. It is what drives me on a daily basis. As an advisor, my goal in helping clients is to make sure that they feel heard. By doing so, our team enables them to live a richer life by creating a plan based on their unique circumstances and values. I am here to help.

How do I align my time and money with my values and passions to Live a Richer Life®?
I find the intersection of my time and money in one place: personal growth. This takes the form of pushing myself out of my comfort zone every day through adventures (rock climbing, marathon training, skiing, & any outdoor activity), learning new skills (new homeowner to do almost all home projects on our 1930s home ourselves), and being curious, not judgmental (learning others’ perspectives to reevaluate all things in life regularly).