Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Benjamin Hoffman

CFP®, APMA

Private Wealth Advisor

Managing Director of Clipper City Capital
Learn more about Benjamin Hoffman Visit Benjamin Hoffman's website

Steve Hoffman

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Steve Hoffman Visit Steve Hoffman's website


Our team

Heather Sommerfield

Heather Sommerfield

Paraplanner

Susan Van Metre

Susan Van Metre

Paraplanner

Qualifications

  • CRPC®
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