Sam D. Hofer, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER™
CHARTERED LIFE UNDERWRITER®
Vice President & Trust Officer
1111 Tenth Street
Menominee, MI 49858
“My financial planning philosophy is to help our customers create a plan based on their current circumstances, future needs, feelings, and family dynamics, taking the least amount of risk as possible."
Sam has 30 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.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter®
- B.S. degree in Insurance & Management from Ferris State University