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Hofer Added to Growing Trust Department |
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Sam Hofer has joined The Stephenson National Bank & Trust (SNBT) as
CERTIFIED FINANCIAL PLANNER™ and Trust Officer located in the Menominee
office at 1111 Tenth Street. His primary focus is financial planning and
account investment management for clients. His 27 years of experience
and advanced education help Hofer work closely with clients and their
families to choose the best solution to fit their financial needs,
whether saving for retirement or leaving their legacy. |
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“When the opportunity came along to add such a seasoned, knowledgeable,
local veteran to our Trust team, we couldn’t pass it up,” said Greg
Salmen, Senior Vice President & Trust Manager. “We are excited to add
Sam to our growing team of financial experts. His track record and
credentials are right in line with SNBT’s strategy of providing superior
investment advice and personalized service through the area’s most
comprehensive professional team.” |
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Hofer is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Life Underwriter®.
Currently, SNBT employees hold 22 advanced designations related to
retirement planning, investment management, and insurance services.
These individuals, known as The Retirement Experts, have voluntarily
submitted to a rigorous certification process that includes demanding
education, examination, experience, ethical requirements, and ongoing
continuing education. |
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“The Retirement Experts are by far the area’s deepest
team of experts in retirement planning, investment management, and
personal finance,” explained Salmen. “Our continued growth in this area
has been fueled by consumers looking for local, trustworthy advisors who
really take the time to learn their financial situation and goals, then
customize a plan specifically for them – Sam epitomizes that description
and is a wonderful addition to our team.” |
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“When you’ve been helping people manage their finances as long as I have,
you come to understand the importance of getting to know them as an
individual. I’ve learned that not everyone will have the same needs or
goals – which is why I chose to join SNBT. Together, we’re focused on
the same thing: putting the customers’ best interests first,” said
Hofer. |
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Hofer’s financial services experience includes 12 years with Wells Fargo
Advisors and prior to that, Northwestern Mutual Life for 15 years. Hofer
earned his Bachelor’s Degree in Insurance and Management from Ferris
State University. He and his wife, Debbie, live in Menominee and have
three grown children and one granddaughter. |
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Certified Financial Planner Board of Standard Inc. owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally
registered CFP (with flame design) in the U.S., which it awards to
individuals who successfully complete CFP Board’s initial and ongoing
certification requirements. |
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The CLU® [or other applicable mark] mark is the property of The
American College, which reserved sole rights to its use, and is used by
permission. |
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