Chris Hoffman

Founder, Investment Advisor Representative

Chris Hoffman founded Hoffman Financial Group with one goal in mind: being the go-to financial advisor for professionals wanting to retire. Armed with a radical passion for smart financial strategies, Chris is relentless in guiding and protecting his clients from unwise decisions and market loss. His top-tier investigative skills, critical thinking, and uncanny intuition have led him to becoming one of Atlanta’s most recognized financial advisors.

Chris strongly believes in full-service retirement planning, meaning a growth target is never enough. He’s personally seen too many retirements suffer from lack of protection strategy and income plan—a prevalent problem he works hard to rectify through integrity, honesty, and ethics in his company. Hoffman Financial Group has been featured as an accredited business by the Better Business Bureau and partners with Retirement Wealth Advisors (RWA).

Radio: Money Unleashed | Sundays @ 11 AM | NEWS 95.5 & AM750 WSB
TV: The Financial Edge | Sundays | CBS46 & WSB-TV’s Good Morning America Weekend
Alumnus: McDaniel College & University of Georgia
School: Terry College of Business Executive Program (Financial Planning)
Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Kyle Allyn

Executive Vice President, Investment Advisor Representative

Kyle Allyn is the Executive Vice President of Hoffman Financial Group and has been a driving force behind the firm's growth since its early days at the flagship Sandy Springs location. With a passion for helping clients plan for retirement, Kyle has played a pivotal role in establishing Hoffman Financial Group as one of Atlanta's leading independent financial advisory firms. He is Series 65 licensed and serves as an Investment Advisor Representative for Retirement Wealth Advisors, adhering to a fiduciary responsibility to always act in the best interest of his clients.

Kyle joined Hoffman Financial Group in 2014, bringing with him a wealth of experience and a dedication to providing effective financial strategies. His leadership has been instrumental in expanding the firm from a small client base to serving over 1,000 families across the greater Atlanta area. Recognizing the need for higher standards in client care, Kyle developed and hosts a comprehensive workshop program, connecting clients with retirement professionals nationwide. This initiative has been key to strengthening the firm’s commitment to delivering sound financial guidance.

As the company’s first employee, Kyle’s passion for finding strategic investments and his unwavering dedication to client success set the foundation for the firm's growth. His innovative "Financial House" approach helps pre- and post-retirees navigate complex financial decisions, ensuring they have the information needed to plan confidently for retirement. Kyle also hosts a radio show alongside Eric Johnson, Vice President of Advisory Services at Hoffman Financial Group.

Kyle’s mission is simple: to help clients achieve their financial goals with the utmost integrity, honesty, and professionalism. He is committed to building long-term relationships based on trust, putting clients’ needs first in all aspects of financial planning.

In his free time, Kyle enjoys spending time with his son, attending East Cobb Church, traveling, playing golf, and exploring Atlanta’s vibrant food scene.

Video: Hoffman YouTube Channel
Radio: Money Unleashed | Saturdays @ 2 PM | 95.5 WSB
Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Eric Johnson

Vice President, Investment Advisor Representative

After attending the United States Naval Academy, Eric Johnson quickly discovered his passion for finance. As a positive mainstay for Hoffman Financial Group for present and future growth, Eric adds a decade of financial industry experience to the team. He is a financial advisor who helps families design custom and diverse retirement plans to fit their needs.

Eric believes listening and understanding individual client needs are paramount to being an executive advisor. Ultimately, he values the opportunity to build long-lasting relationships with his clients and understand what they envision their financial futures to be. Eric’s industry insight has been included in several distinguished publications, including CNN Money, Money.com, and Forbes.

Eric hosts a radio show with our Executive Vice President, Kyle Allyn on 95.5 WSB radio.  You can tune in on Saturday afternoons from 2:00PM-3:00PM.

Eric resides in Roswell with his wife and two daughters.

Radio: Money Unleashed | Saturdays @ 2 PM | 95.5 WSB
Member: National Association of Insurance and Financial Advisors (NAIFA)
Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Billy Wagner

Vice President, Business Development

Billy Wagner is a valued member of Hoffman Financial Group, contributing to the team as the Vice President of Business Development. He brings with him valuable expertise gained from his studies in marketing communications at Georgia College. Billy serves as a bridge between our Advisory Staff, Client Services Team, and our Clients. Working closely with the Investment Advisor Representatives of Hoffman Financial Group, he is committed to providing a seamless client experience at every opportunity.

Billy’s meticulous approach extends to his responsibilities in gathering essential data for the appointment preparation process, ensuring that financial advisors have the necessary information to best serve their clients. Additionally, he takes charge of facilitating advisors’ calendars, ensuring smooth scheduling and efficient time management.

Residing in Alpharetta, Georgia, Billy finds both professional and personal fulfillment in his community.  Billy has a passion for basketball, and does whatever he can to remain close to the game.  Beyond his athletic pursuits, Billy is an avid weightlifter, recognizing the importance of maintaining a healthy and active lifestyle. With a genuine appreciation for music, he finds joy in any activity as long as good music accompanies it.

Billy’s dedication, attention to detail, and ability to foster strong client relationships make him an invaluable asset to the Hoffman Financial Group team, contributing to creating a seamless and exceptional experience for our clients.

Nathan Smit

Financial Analyst

Nathan Smit graduated from the Georgia Institute of Technology with a Bachelor’s Degree in Science in Economics. While still in school, he joined the Hoffman Financial team in 2018, and upon graduating, he transitioned to a full-time role as a financial analyst, bringing his knowledge and expertise to the team.

Nathan’s attention to detail and commitment to accuracy are evident in his handling of money movement requests. He focuses on enhancing productivity, performance, and efficiency within the team, employing a high level of thoroughness in his work.

Outside of his professional pursuits, Nathan enjoys weightlifting and cooking in his spare time, finding both physical and creative outlets to balance his passion for his work.

With his dedication and expertise, Nathan continues to contribute to the success of our clients while pursuing his personal interests.

Nathan is currently a CFA Level II Candidate, his dedication and expertise continue to contribute to the success of our clients while pursuing his personal interests.

Chartered Financial Analyst (Candidate): Passed CFA Program Level I, CFA Institute (2025)

Nicholas Leone

Investment Advisor Representative

Nick Leone is a dedicated financial professional with a strong passion for helping clients achieve their financial and retirement goals. With a foundation built on trust, integrity, and client-centric values, Nick is committed to putting the needs of his clients and their families first. He joined the Hoffman Financial Group in 2015, after earning a degree in Marketing from Georgia Southern University, and has since developed a deep passion for crafting tailored financial strategies that empower individuals to secure their financial futures.

Nick is a Series 65 licensed fiduciary and an Investment Advisor Representative of Retirement Wealth Advisors. As a Senior Advisor at Hoffman Financial Group, Nick works closely with clients to develop comprehensive, customized investment strategies that align with their unique goals and needs. His primary focus is to guide clients in achieving their financial aspirations, ensuring they receive the highest level of service, integrity, and ethical guidance.

Nick’s expertise lies in designing diversified retirement plans and investment strategies that reflect each client’s specific circumstances, helping them navigate the complexities of financial planning with confidence. He is deeply committed to building long-term relationships founded on trust, transparency, and a shared vision for a secure financial future.

Residing in Chamblee, GA with his wife, Sydney, and their daughter, Nick enjoys spending his free time playing basketball, golfing, and staying active through fitness. He is excited to continue supporting families in their pursuit of financial security and long-term success.

Video: Hoffman YouTube Channel
Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc. 

Chris Cummings

Investment Advisor Representative

Chris Cummings is a fiduciary advisor who discovered his passion for finance while attending the University of Florida. He went on to complete his bachelor’s degree in accounting and finance and has since earned his Life and Health license, along with his Series 65 license as an Investment Advisor Representative of Retirement Wealth Advisors.

Chris takes great pride and care in creating custom investment strategies that are tailored to each client he works with, always keeping their specific goals in mind.

When he’s not helping his clients build the retirement of their dreams, Chris can be found playing sports (baseball, basketball, and golf) and enjoying the great outdoors. Chris is also an avid piano player.

Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Jeremy Hudson

Investment Advisor Representative

Jeremy Hudson is a fiduciary advisor who prides himself on providing sound financial guidance and full-service retirement solutions to the same community he grew up in. As a seasoned expert in the financial world, he understands that each client has unique circumstances, goals, and deserves an equally unique plan.

Raising two daughters alongside his incredible wife, Brittany, they pursue a life for their family built on the same core beliefs of integrity, hard work, and excellence that Jeremy applies to each one of his clients as they entrust him with their hard-earned retirement. Jeremy is a respected member of the Hoffman Financial Group whose unique skills and experiences bring value not only to the team, but more importantly, to the Atlanta area community who trust Hoffman Financial Group with their retirement questions and goals.

When he’s not changing retirement plans from happening “by default” to “by design,” you can find Jeremy spending time with his family on the lake, participating in local community events, or presenting educational topics at workshops across the Atlanta area.

As a Series 65 licensed, Investment Advisor Representative of Retirement Wealth Advisors, Jeremy has a fiduciary duty to our clients and to you.

Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Brooke Spedale

Investment Advisor Representative

Brooke serves as a key fiduciary advisor at Hoffman Financial Group, helping clients navigate the complexities of building, preserving, and transferring wealth throughout every stage of life. Her expertise is especially valuable for individuals experiencing major life transitions — whether they’re accumulating assets during their working years, preparing for retirement with a strategic income plan, or optimizing their portfolio in retirement.

With years of experience working alongside Founder Chris Hoffman, Brooke brings a wealth of knowledge and personalized insight to each client relationship with a deep understanding that financial planning is never one-size-fits-all. Her focus is on creating comprehensive, forward-looking wealth management plans tailored to each client’s unique financial goals, risk tolerance, and lifestyle priorities.

Brooke’s approach is grounded in fiduciary responsibility, transparency, and trust. As a licensed series 65 Investment Advisor Representative, she delivers high-touch, customized guidance that addresses not only retirement planning, but also tax-efficient strategies, estate planning coordination, and legacy preservation. Her goal is to ensure that clients enjoy financial confidence today while protecting their wealth for future generations.

At Hoffman Financial Group, Brooke is proud to be part of a team that champions education, long-term partnership, and personalized planning. She is committed to continuous learning and growth, both personally and professionally, to ensure her clients receive the highest standard of attention and insight She doesn’t view herself as only an advisor, but as a steady presence for families looking to build a secure and meaningful financial future.

Brooke resides in Woodstock with her husband, Matt, and their son, Matthew, her greatest sources of inspiration and motivation throughout her career.

Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Miles Smith

Investment Advisor Representative

Miles Smith brings a unique perspective to the financial industry, shaped by his experience living in the vibrant financial hub of New York City. After spending two years working on Wall Street, he made a deliberate choice to transition to the independent firm, Hoffman Financial Group. This decision reflects his deep understanding of the industry and his commitment to prioritizing clients’ needs above the traditional Wall Street model. With a degree in Political Science from Dartmouth Miles leverages his diverse background to help clients exceed their financial goals.

Miles’ background as an All-Ivy League honorable mention running back for Dartmouth instilled in him a strong work ethic and discipline, which seamlessly translate into his professional endeavors. These qualities enable him to relentlessly pursue excellence on behalf of his clients, providing them with unmatched service and satisfaction.

Beyond his client-focused work, Miles actively contributes to his community by conducting educational workshops throughout the Atlanta area. Through these workshops, he empowers individuals by sharing his financial knowledge and insights.

Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc. 

Kelson Brunelle

Investment Advisor Representative

Kelson joined Hoffman Financial Group immediately after graduating from Kennesaw State University with a Bachelor’s Degree in Marketing.

Kelson is the epitome of Hoffman Financial Group’s dedication to promoting and bringing up the next generation of Financial Advisors.  While working directly under our founder, Kelson executed our client events for years, and once he received his advisory certifications, he began working directly with our clients to ensure exemplary service.

Kelson saw something missing in the Financial Services industry of today.  Most retirees will require a Financial Planner that is attentive to them for upwards of 20 years.  In most firms, the typical Financial Advisor is less than 20 years from retirement themselves.  Kelson came to the conclusion that if he can combine all of the knowledge and prowess he gained while working directly under Chris Hoffman with the youthful spirit and energy that he has, he will be able to provide the Metro Atlanta Area with an unparalleled level of service and dedication.

Kelson’s attention to detail, and commitment to continuous growth contribute significantly to the success of Hoffman Financial Group, ultimately delivering outstanding care and support to our clients.  Kelson resides near the Beltline in Atlanta, and during the MLS season you could catch him watching Atlanta United, but he is a Premier League fan first and foremost, and he cheers on Man City.

Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Matthew Stewart

Investment Advisor Representative

Matthew Stewart is a dynamic and versatile professional who graduated from Kennesaw State University with a Bachelor’s Degree in Professional Sales and Business Management. Joining the Hoffman Financial team as a Client Relations Associate, he brings a strong work ethic and excellent communication skills, enabling him to deliver a seamless and enjoyable experience for clients. Serving as the initial point of contact for prospective clients, Matthew efficiently gathers and manages all necessary data for the appointment preparation process, ensuring a smooth scheduling experience for the advisors.

In addition to his professional endeavors, Matthew finds fulfillment in coaching little league baseball. This experience showcases his leadership and mentoring abilities, as he guides young athletes to develop their skills and foster a passion for the game. Beyond the office, Matthew also enjoys playing golf, spending time on the lake, and engaging in physical fitness activities, allowing him to  maintain a healthy work-life balance.

Matthew’s commitment to delivering exceptional service, combined with his passion for coaching and outdoor activities, enhances his ability to connect with clients and understand their unique needs. His sales expertise and effective communication skills make him a valuable asset to the Hoffman Financial team, contributing to the overall success of our clients.

Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Max McBrayer

Investment Advisor Representative

Max McBrayer is a skilled professional who graduated from Kennesaw State University with a degree in finance. Joining the Hoffman Financial team as a Client Relations Associate, he brings a strong blend of analytical and interpersonal skills to his role. Collaborating closely with one of our fiduciary advisors, Nick Leone, Max ensures that clients’ needs are met promptly and satisfactorily, while upholding a high standard of professionalism. Additionally, he plays a key role in facilitating and scheduling meetings between clients and fiduciary advisors.

Outside of his professional endeavors, Max values quality time with friends, exploring new destinations through travel, and maintaining an active lifestyle through regular workouts. As a native of Atlanta, he proudly supports the Braves, actively engaging in the city’s vibrant sports culture.

Max’s analytical acumen and interpersonal abilities make him a valuable asset to the Hoffman Financial team, ultimately benefiting our clients.

Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Colin Fitzpatrick

Investment Advisor Representative

Colin Fitzpatrick is a dedicated professional who holds a degree in Economics from Florida State University. His time at FSU, where he actively participated in various organizations, solidified his commitment to pursuing a career in financial services. Bringing his passion for finance to Hoffman Financial Group, Colin serves as an Investment Advisor Representative, delivering the highest level of service to all clients.

Colin works directly with our Senior Advisor, Jeremy Hudson, to ensure their clients are always kept in the loop with the financial plans they design and implement.

Having grown up in Johns Creek and now residing in Brookhaven, Colin embraces a well-rounded approach to life. During his leisure time, he finds enjoyment in activities such as golfing, which not only provides relaxation but also nurtures discipline and strategic thinking. His passion for continuous learning is reflected in his love for reading, which broadens his knowledge and perspectives. Colin also values quality moments with friends and family, recognizing the importance of meaningful connections and shared experiences.

Colin’s dedication to professional excellence and commitment to fostering strong client relationships make him an invaluable asset to the Hoffman Financial Group.

Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Chandler Albert

Investment Advisor Representative

Chandler Albert is a professional who graduated from The University of Georgia with a Bachelor’s Degree in Marketing. His expertise in marketing principles allows him to contribute valuable insights to our team at Hoffman Financial Group. Serving as a member of our Advisory Staff, Chandler is committed to providing exceptional service and satisfaction to our clients.

With his marketing background and diverse skill set, Chandler offers a well-rounded approach to serving our clients. His commitment to excellence and his ability to focus on the details enable him to deliver exceptional client experiences. Chandler adds significant value to our client’s experience and the services provided by Hoffman Financial Group.

After receiving his Advisory Certifications, Chandler joined Chris Cumming’s team to provide additional support for his clients.  Chandler’s goal is to build his own team to develop over time and pour back into those that helped him develop into the advisor he is today.

In addition to his professional pursuits, Chandler has a passion for cooking and enjoys playing golf during his leisure time.

Licenses: Series 65
Investment Advisor Representative with Retirement Wealth Advisors, Inc.

Grant Fox

Client Relations Associate

Grant Fox joined Hoffman Financial Group as a valued member after completing his education at the University of North Georgia. Grant works directly with our Executive Vice President, Kyle Allyn, he assists in case design, and ensures that Mr. Allyn has everything he needs to build and execute financial plans for his clients. Grant’s attention to detail greatly benefits our clients as he helps Kyle and his team through every step of the journey.

Outside of his professional commitments, Grant finds enjoyment in various hobbies. He has a passion for cars and stays up-to-date with the latest trends in the automotive industry. Additionally, Grant has a keen interest in watches, appreciating their craftsmanship and intricacies. As an avid sports enthusiast, he actively follows various sports.

Grant’s diverse range of interests enhances his ability to connect with clients and provide a well-rounded perspective in his role as a Client Relations Associate. His attention to detail, combined with his passion for client satisfaction, ensures that each of our client receive exceptional service tailored to their unique needs.

Jimmy Heishman

Client Relations Associate

Jimmy Heishman is a valued member of the Hoffman Financial Group, bringing with him his Bachelor’s Degree in Business Marketing. As a Client Relations Associate, Jimmy plays a crucial role in ensuring a seamless experience for Eric Johnson’s clients. His attention to detail allows him to provide a comprehensive understanding of our processes, guiding clients through each step with precision.

During his leisure time, Jimmy finds enjoyment in playing golf and basketball, as well as spending quality time with his family and friends.

With his educational background in Business Marketing and his unwavering dedication to delivering exceptional client service, Jimmy is an established team member at the Hoffman Financial Group. His commitment to excellence and ability to pay attention to detail continue to enhance our client’s experience.  Jimmy is currently perusing his advisory certifications.

Kyle Scruggs

Client Relations Associate

Kyle Scruggs joined Hoffman Financial as an intern while he was working towards his degree in Finance from Kennesaw State.  Upon graduation, he joined the team full time in May 2024 and serves as one of the main points of contact for those that tune in to our radio and television programming.

The primary focus of members of our Client Relations Associate is to be the bridge between clients and the advisors.  Kyle’s ability to stay organized in a fast-paced environment and his high level of awareness allow him to excel on his team.  He also guides prospective clients through the process of what it may look like to hire a Financial Advisor.  If you have called into one of our media programs in the past, it is likely that you have spoken with Kyle.

Aside from his commitment to Hoffman Financial, Kyle understands importance of a work-life balance.  He spends his leisure time watching movies and spending time with friends back in his hometown of Newnan.  His favorite film of all time is “Good Will Hunting”.

Jesse Dalfonso

Client Relations Associate

Jesse joined Hoffman Financial Group in 2024 after beginning his career in project management and sales. A graduate of Kennesaw State University, Jesse possesses strong interpersonal and organizational skills and knows the value of clear communication, strategic planning, and relationship building – critical components for success in any endeavor.

Pursuing a career in the financial industry stemmed from Jesse’s genuine desire to help people secure their financial futures by leveraging his skills to make a meaningful difference in the lives of others. Outside of work, Jesse is an avid tennis player and golfer and enjoys spending quality time with friends and family.

Edwin Mendez

Client Relations Associate

Edwin Mendez assumed the position of Client Relations Associate at Hoffman Financial Group in 2022, bringing with him exceptional communication skills and a robust combination of analytical and interpersonal abilities. His contributions have been crucial in delivering a seamless and gratifying experience for clients. Collaborating closely with Fiduciary advisor Brooke Spedale, Edwin meticulously tends to clients' requirements, upholding the highest standards of professionalism. Furthermore, he plays a pivotal role in coordinating and scheduling meetings between clients and fiduciary advisors, thus amplifying the quality of client service.

Edwin originated from Los Angeles, California, and relocated to Lawrenceville, Georgia, in 2004. In his leisure time, Edwin can be found frequenting the park in the company of his dog, Stryker. Moreover, he demonstrates his commitment to the community by actively engaging in volunteer work at his local church. His passion for travel leads him to explore various destinations. Additionally, he is a dedicated supporter of the Georgia Bulldogs.

Brock McDaniel

Operations Manager

Brock McDaniel, Operations Manager at Hoffman Financial, is a dedicated professional with a degree in Business Management from Kennesaw State University. He began his journey with the company as an Operations Associate and has since advanced to his current role, where he plays a crucial part in ensuring the seamless opening of accounts and efficient handling of money movement requests. Brock's commitment to excellence and positive attitude greatly enhance the client experience and team dynamics.

Recently married to his wife, Regan, Brock lives in Acworth with her and their two Mini Australian Shepherds. Outside of work, he is actively involved in his church, dedicating his time and skills to make a positive impact on the community. Brock is also a passionate Atlanta Braves fan, regularly following the team and enjoying their games. Additionally, he stays physically active and fosters teamwork through his love of sports.

Brock’s unwavering dedication, commitment to excellence, and positive mindset make him an invaluable asset to the Hoffman Financial team, significantly enhancing the overall client experience.

Emory Ann Phillips

Operations Associate

Emory Ann is a dedicated professional who graduated from Kennesaw State University with a bachelor’s degree in accounting. Her expertise and sharp critical thinking skills make her a valuable asset as an Operations Associate at Hoffman Financial Group. Collaborating closely with Seth Harding, the Executive Director of Operations, Emory Ann ensures the smooth execution of the advisor’s plans from initiation to completion.

In her role, Emory Ann works directly with our Vice President, Mr. Eric Johnson, and is responsible for facilitating the seamless opening of new client accounts and facilitating the smooth transfer of funds between them. She places great importance on delivering an exceptional client experience, ensuring their needs are met with utmost care and efficiency.

Outside of her professional responsibilities, she is an avid tennis player, delights in attending music festivals, and regularly participates in running 5K races. Emory Ann also dedicates her time to serving at her church and passionately supports the Atlanta Braves.

Emory Ann’s dedication to her work, diverse interests, and commitment to service contribute to her well-rounded approach to life. As an integral member of the Hoffman Financial Group, she consistently strives to provide top-notch service to our clients while enjoying a fulfilling personal life.

Gavin Gates

Operations Associate

Gavin Gates is a dedicated professional who graduated from Kennesaw State University with a degree in Finance. With his diligent work ethic and strong analytical skills, he joined Hoffman Financial Group as an Operations Associate. Collaborating closely with two of our Senior Advisors, Nick Leone and Jeremy Hudson and their teams, Gavin plays a crucial role in efficiently opening accounts and facilitating seamless fund transfers, all while prioritizing exceptional client experiences.

Committed to professional growth, Gavin’s expertise is complemented by his passion for maintaining a healthy work-life balance. He enjoys playing basketball to stay active and sharpen his teamwork skills. Regular visits to the gym further reflect his dedication to personal well-being. During his leisure time, Gavin values quality moments with friends and loved ones, recognizing the importance of meaningful relationships.

Gavin’s detailed approach, analytical mindset, and commitment to client satisfaction contribute significantly to the success of Hoffman Financial Group.

Karyna Pillay

Operations Associate

Karyna Pillay is a skilled professional who brings her analytical skills to the forefront as an Operations Associate at Hoffman Financial Group. With a degree in risk management and insurance from the University of Georgia, Karyna’s expertise enhances her role within the organization. Drawing on her analytical mindset, she is a member of Brooke Spedale’s team and ensures a seamless experience for those she works with.

Karyna’s attention to detail and analytical acumen stem from her academic background and experience as a member of the renowned Redcoat marching band during her time at the University of Georgia. This involvement has honed her ability to perform under pressure and work harmoniously within a team environment. She consistently applies these skills to her professional endeavors, providing clients of Hoffman Financial Group with exceptional service and a seamless experience.

Outside of her professional responsibilities, Karyna finds joy in exploring the world through international travel. These experiences broaden her perspective and deepen her understanding of diverse cultures, allowing her to connect with clients from various backgrounds on a more personal level.

With her analytical skills, professional expertise, and global perspective, Karyna adds immense value to the operations of Hoffman Financial Group. Her meticulous approach ensures that clients receive top-notch service while benefiting from her ability to navigate complex procedures effortlessly.

Chad Hall

Operations Associate

Chad Hall is a driven professional with a degree in Finance from the University of North Georgia. As an Operations Associate at Hoffman Financial Group, Chad plays a key role in ensuring the smooth opening of client accounts and facilitating seamless money movement processes. Known for a strong work ethic and attention to detail, Chad is dedicated to delivering an exceptional client experience and supporting the team’s success.

Outside the office, Chad finds joy in giving back, volunteering regularly at his local church and contributing to the community. With a passion for making music, reading, and cooking, Chad enjoys pursuing creative and personal growth. Chad also values quality time with friends and family, fostering meaningful relationships that enrich both personal and professional endeavors.

Carly Pfeifle

Event Coordinator & Client Service Representative

Carly is a dedicated professional who attended Georgia Highlands College, where she studied business. She also holds a Master Cosmetology license. With her strong creative and communication skills, Carly joined the Hoffman Financial Group as a Client Services Associate. In her role, she is responsible for gathering and organizing data needed for appointment preparation, as well as managing the advisor’s calendars efficiently. Carly’s primary focus is to ensure a seamless client experience throughout their interactions with the firm.

Carly also organizes, plans, and is ultimately responsible for executing all of our dinner events and Client appreciation events.  She works tirelessly to find top-of-the-line restaurants to provide warm environments for attendees, and delicious food of course!

Originally from Burbank, California, Carly relocated to Georgia at the age of 13. Outside of work, she pursues her passion for music as a member of a rock and roll cover band, lending her vocal talents. Additionally, Carly utilizes her skills as a hair and makeup artist to contribute to events on the weekends. She finds solace in the outdoors, enjoys attending concerts, and appreciates the calming presence of the ocean.

Carly’s diverse skill set and enthusiastic personality make her a valuable asset to the Hoffman Financial Group. With her professional coordination of events and commitment to exceptional client service, Carly continues to excel on behalf of our clients while embracing her personal interests.

Olivia Maxim

Event Coordinator

Olivia is a passionate and dedicated professional that joined Hoffman Financial Group in 2024. After studying Business Administration at The University of North Georgia, she pursued a career in residential and commercial real estate before making the transition into the financial services industry.

Known for her warm personality, keen eye for detail, and exceptional organizational skills, Olivia strives to plan and execute events that reflect Hoffman Financials Group’s values and goals and fostering long-lasting relationships with clients. Handling everything from financial workshops to intimate client gatherings, she manages every detail from logistics to vendor relationships.

Outside of work, Olivia is a resident of Canton. She enjoys spending quality time with family and friends, traveling to new places, and exploring the outdoors.

Reda Vanden-Bossche

Client Services Associate

Reda joined Hoffman Financial in May 2024 after receiving a degree in Finance from Georgia Southern University.  His positive attitude and calm demeanor allow him to build a strong connection with everyone he interacts with.  Servicing clients is of upmost importance to him, because he understands how important this timeframe is for pre- and post- retirees.

Reda holds his position in high regard and found a fascination with financial planning, asset management, and financial analysis while he was working towards his degree.  He also played Soccer for Georgia Southern’s school team while in School.  Being able to balance the rigorous schedule of sports and academics instilled the necessary discipline and focus to handle multiple tasks at once.

Reda now resides in Brookhaven with a few of his friends, and still heavily follows multiple soccer leagues, Liverpool being his favorite team of all time.

Bennett Carey

Client Services Associate

A graduate of Kennesaw State University who majored in Finance, Bennett is a valued member of the Client Services Team and serves as a bridge between the advisory staff and our clients. Working closely with our investment advisor representatives, he is committed to providing a seamless client experience.

Bennett’s responsibilities include gathering essential data for the appointment preparation process, ensuring that financial advisors have all of the necessary information to best serve their clients. Additionally, he facilitates advisors’ calendars, ensuring smooth scheduling and efficient time management.

Residing in Sandy Springs, Bennett is currently working toward obtaining his Advisory Certifications, further solidifying his expertise in the financial industry. Outside of work, Bennett enjoys living an active lifestyle and playing sports, with a particular passion for basketball and golf.

Jack Stanton

Client Services Associate

After completing his Marketing Degree at Villanova University, Jack joined Hoffman Financial and brought with him an infectious energy and charisma. Jack works directly with our Advisors to plan, organize, and execute our Dinner Events that we host for the Metro-Atlanta Area. His favorite part is being able to meet prospective and existing clients face-to-face and helping our Advisory Staff help more families through these events.

Jack provides a warm welcome to the firm; in most cases Jack is the first person you may interact with if you attend one of our events. His goal after he graduated was to find a company that he believes in, and to find a role where he can continue to truly help people. He attributes his development to working directly under our Executive Vice President, Kyle Allyn, while he was a member of our Summer Internship program.

Though his football career came to a close after graduating from Villanova, he still has a strong connection to athletics and the world of fitness. He has recently picked up pickleball to stay active, and loves to weight train. He was born and raised in Alpharetta, and because he wishes to stay tightly connected with his family, he resides in Milton.

Trent Driver

Client Services Associate

Trent joined Hoffman Financial full-time in May 2024 after being a member of our internship program for one year while he was finishing up his Finance Degree at Kennesaw State.

Trent Driver is a dedicated member of the Client Services team at Hoffman Financial, bringing a blend of expertise and enthusiasm to his role.  Trent resides in Hickory Flat; Trent is not only known for his professional skills but also for his vibrant personality and strong spirit.

Outside of work, Trent is an avid griller, often spending weekends perfecting his barbecue techniques and experimenting with new recipes. His love for grilling is matched only by his passion for the Georgia Bulldogs. Trent is a die-hard fan of the team, frequently seen sporting his Bulldogs gear and cheering them on during games.  He was very excited to hear that we would be partnering with his favorite team in all of sports.

With a strong commitment to both his professional and personal interests, Trent is a valuable asset to the team and a well-loved figure in his local community.  Trent’s favorite part of his position is building genuine relationships with clients over time and watching those relationships develop over the years.

Grant McAuley

Marketing Manager

Grant joined the Hoffman Financial Group in the summer of 2024. Alongside Chris Hoffman, Grant hosts the “Money Unleashed” radio show, which airs Sunday mornings on 95.5 WSB. With a distinguished media career in the sports world, Grant brings two decades of experience in radio, television, print and social media to inform and engage with audiences.

In his spare time, Grant lives in Marietta, Georgia, with his wife, Ali. They share a passion for traveling, finding new restaurants, attending concerts and sporting events, and enjoy daily adventures with their three beloved dogs.

Radio: Money Unleashed | Sundays @ 11:00 AM | 95.5 WSB