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Sam Hofer, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER
CHARTERED LIFE UNDERWRITER®

Trust Officer

 

Sam has 27 years of financial services experience in Michigan and Wisconsin. His major focus is helping clients plan for their current and future needs in: Personal Estate, Retirement, and Financial Planning.

His years of experience and advanced education help Sam work closely with clients and their families to choose the best solution to fit their financial needs.
 

CREDENTIALS:

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Life Underwriter®
  • B.S. degree in Insurance & Management from Ferris State University
  • Fully licensed for investment & insurance sales in Michigan & Wisconsin

 

 

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Last Updated:  April 24, 2012