Meet Our Team

Meet Our Team

Providing Specialized Knowledge Through
A Collaborative Planning Approach

At Hoffman Private Wealth Group, we have intentionally built a multi-generational team to serve you and your family and help you leave a lasting legacy. We work collaboratively and are highly-specialized in our roles, each person bringing unique knowledge and experience to the table. We value having genuine relationships with one another and with our clients that are rooted in positivity and trust.

Our People

Todd Hoffman

Todd Hoffman

CFP®, CPM®

Executive Managing Director, Wealth Manager

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Amy Mefferd

Amy Mefferd

Vice President, Senior Wealth Management Associate

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Jenna Makras

Jenna Makras

AAMS®

Vice President, Wealth Manager

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Michelle Dudenhoefer

Michelle Dudenhoefer

Vice President, Registered Client Administrative Manager

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Andy Hoffman

Andy Hoffman

Vice President, Wealth Manager

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Coby Hirschfield

Coby Hirschfield

Vice President, Registered Client Administrative Manager

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Ashley Parks

Ashley Parks

Vice President, Client Administrative Manager

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Advanced Designations and Credentials

CERTIFIED FINANCIAL PLANNER® (CFP®)

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. CFP® professionals understand the complexities of the changing financial climate, and the designation is widely regarded as the standard of excellence in the financial planning profession.

Certified Portfolio Manager (CPM®)

CPM® professionals have completed rigorous coursework in three vital areas: Valuation Analysis, Portfolio Construction and Risk Management. They have a deep base of knowledge in fundamental security analysis, asset allocation, and managing discretionary portfolios.

Chartered Retirement Planning Counselor® (CRPC®)

CRPC® advisors have the extensive training and experience needed to help individuals define a highly-personalized road map to retirement. The curriculum focuses on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.