OUR COMMITMENT

Making a strong commitment to YOU and building a long-lasting
relationship is of the utmost importance to Hoffman Financial Group.

Sincerely,

 

Chris Hoffman

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Chris Hoffman

Founder

Chris Hoffman is the owner and founder of Hoffman Financial Group. He holds Series 7 and 66 securities licenses through FINRA, is a Registered Representative with TCM Securities, Inc., and is an Investment Advisor Representative (IAR) of Retirement Wealth Advisors. In addition, he is a licensed insurance agent for life, disability, long-term care, and variable products in Georgia. Chris is an alumnus of McDaniel College and The University of Georgia’s Terry College of Business Executive Program in financial planning. He decided years ago to start Hoffman Financial Group, committed to providing beneficial financial strategies.

Hoffman Financial Group is a member of the National Ethics Bureau, has been featured as an accredited business by the Better Business Bureau, and partners with Retirement Wealth Advisors. As a result, Hoffman Financial Group plays a significant role in creating wealth management and retirement strategies for their clients in the Atlanta metro area. Chris hosts his own radio show, Money Unleashed, Sundays at 5 p.m. on NEWS 95.5 | AM 750 WSB. You can now also watch him on CBS46 every Sunday on The Sunday Morning Money Report.

Chris believes his clients deserve to work with a dedicated advisor who has the highest level of integrity, honesty, and ethics. Along with TCM Securities, Inc. and Retirement Wealth Advisors, he provides comprehensive financial strategies for families and individuals. Working with and educating retirees or those about to retire, he focuses on effective income distribution and individualized wealth protection strategies. Chris and his family reside in Alpharetta, Georgia, where they are members of St. Thomas Aquinas Catholic Church.

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Kyle Allyn

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Kyle Allyn

Vice President

Kyle Allyn is the vice president of Hoffman Financial Group. He began his career in the financial industry at Liberty Planning Group then moved on to work on the buy side for Tower Point Capital. Among many career achievements, Kyle was nationally ranked in the top 50 for one of the largest sales organizations in the country. He is also a Series 65-licensed fiduciary and an Investment Advisor Representative of Retirement Wealth Advisors.

In 2014, Kyle brought his experience to Hoffman Financial Group, where he was instrumental in growing the company to its current state with his dedication to providing beneficial financial strategies. Kyle, seeing the need to raise the standard for advisors’ commitments to their clients, has organized, and hosts, our workshop program, which gives our clients access to retirement professionals across the nation. His strategies for leveraging financial products have grown the company from 100 clients to over 500 and led to the recent expansion of the life insurance and long-term that care we offer.

Kyle was the first employee of Hoffman Financial Group and built the company to be a widely recognized financial firm in the greater Atlanta area. His passion for the field and his clients is unmatched. His most recent contribution to the company was his diversified “financial house” approach to assist clients in their prime working years as well as pre- and post-retirees. He looks forward to building a long-standing relationship with Hoffman Financial Group’s clients as he continues to put them first. Kyle is also a frequent guest host on “Money Unleashed,” a radio show airing Sundays at 5 p.m. on NEWS 95.5 and AM750 WSB.

Kyle’s main goal is to help clients achieve more of their financial goals and dreams with the highest level of honesty, integrity, and ethics. His core beliefs and values include being a trustworthy professional who always puts the needs of our clients first.

In his spare time, Kyle enjoys spending time with his wife, traveling, and being an Atlanta restaurant connoisseur.

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Jessica Baker

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Jessica Baker

Client Services

Jessica Baker joined Hoffman Financial Group in 2016, after working in sales management at GEICO, and graduated from Georgia Southern University with a degree in finance. She works with the director of operations to handle day-to-day processing for new and existing clients, helping to ensure a seamless transition for all incoming transfers of existing investments. She also manages all educational workshops and client events for the company, including planning and coordinating special promotional activities in the community. Jessica enjoys providing a superior experience for clients in every interaction.

As one of our client services representatives, she is happy to assist Hoffman Financial Group clients with outstanding care and attention and strives to provide dedicated, efficient assistance at all times. She currently resides in Atlanta with her husband.

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Seth Harding

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Seth Harding

Director of Operations

Seth is a graduate of Marshall University. He joined the Hoffman Financial team in 2016 after spending more than seven years with JPMorgan and handles all day-to-day processing for both new and existing clients. Seth is known as the “Money Man” and ensures a seamless transition for all incoming transfers of existing investments and handles all money movement requests in a timely and efficient manner. He values honesty and integrity and spends his day focused on providing a superior client experience in every interaction. Seth lives in Cumming, Georgia, with his wife and three children and is a member of The Vine Community Church.

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Eric Johnson

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Eric Johnson

Financial Advisor

Eric Johnson is a financial advisor at Hoffman Financial Group.
Among many career achievements in his decade of experience in
the financial industry, Eric is a member of the National Association
of Insurance and Financial Advisors (NAIFA) and a Series 65
Investment Advisor Representative of Retirement Wealth Advisors.
Eric is a South Florida native and attended the United States Naval
Academy.

He quickly discovered his passion for finance, leading
him to helping families design custom and diverse retirement plans
that fit their needs. In 2018, Eric brought his experience to Hoffman
Financial Group, where his positive energy and extensive industry
experience have been a phenomenal addition to our client-advisor
relationship-focused culture.

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. He has
also been a frequent contributor and host on financial radio shows,
including Hoffman Financial Group’s own Money Unleashed, airing
Sundays at 5 p.m. on NEWS 95.5 and AM750 WSB.

Eric resides in Roswell with his wife and two daughters.

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Nicholas Leone

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Nicholas Leone

Client Services

Nicholas Leone joined Hoffman Financial Group in 2015 after graduating from Georgia Southern University with a degree in marketing. He handles all educational workshops and client events for the company, including planning and coordinating special promotional activities in the community. He prepares and distributes client-related marketing, education, and communication materials and enjoys working to provide enjoyable events for our clients.

As one of our client services representatives, Nicholas is happy to assist Hoffman Financial Group clients with outstanding care and attention and strives to provide a top-notch experience at each event held.

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Dan Mowery

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Dan Mowery

Financial Advisor

Dan Mowery founded Longhorn Advisory Group to use his extensive knowledge to change an industry that was in need of transformation. He then led his clients to Hoffman Financial Group to broaden the services he could provide them as well as bring new areas of focus to the firm. Since joining the team, Dan has been able to offer clients his extensive Medicare, long-term care, life insurance, and retirement planning knowledge. He is a Series 65 licensed fiduciary and life and health insurance agent.

Dan is a Georgia native and attended Valdosta State University. There, he quickly discovered his passion for progress and education and became an entrepreneur at the age of 23. Since then, Dan was brought in as vice president of one of the nation’s fastest-growing field marketing organizations. He has assisted financial advisors across the country in designing diverse retirement strategies for their clients.

Dan’s extensive industry experience led him to the conclusion that a great financial plan is built through hands-on effort and empathy as the foundation. He believes this is paramount to being an effective advisor — no single approach is right for every person. He takes great pride in working side-by-side with families and individuals to fully understand what they envision their financial futures to be.

Dan and his wife, Katie, have three children: Jackson, Maddie, and Shelby. He spends his days off enjoying quality time with his family, encouraging his kids to appreciate the great outdoors, and coaching his son’s basketball team.

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Sarah O’Keefe

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Sarah O’Keefe

Marketing Coordinator

Sarah O’Keefe joined Hoffman Financial Group in 2018, having graduated from Auburn University with a B.S. from the College of Science and Mathematics in 2014. She is responsible for marketing strategy and branding/PR for the company and enjoys coordinating with the marketing team on our financial segment airing on CBS46, The Sunday Morning Money Report; our radio show on WSB, Money Unleashed; and a variety of social and digital media initiatives.

She assists in the planning and coordination of educational workshops, round tables, and dinner seminars for the company and manages a team of outstanding events and marketing interns. She resides in Vinings and is a member of St. Catherine of Sienna Catholic Church.

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Chris Hoffman

Founder

Kyle Allyn

Vice President

Jessica Baker

Client Services

Seth Harding

Director of Operations

Eric Johnson

Financial Advisor

Nicholas Leone

Client Services

Dan Mowery

Financial Advisor

Sarah O’Keefe

Marketing Coordinator

Investment advisory services offered through Retirement Wealth Advisors, Inc. (RWA), a Registered Investment Advisor. Chris Hoffman is a Registered Representative, offering securities through TCM Securities, Inc., member FINRA/SIPC. Hoffman Financial Group, RWA, and TCM Securities, Inc. are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or promote, market, or recommend any tax plan or arrangement. Please note that Hoffman Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.   

Ethics.net is owned by the National Ethics Association (NEA). NEA is a membership organization. Qualifying criteria for membership includes passing a background check. NEA membership requirements include the payment of annual dues, compliance with ethical standards, and passing yearly background checks. The NEA and Ethics.net logo and/or trademarks are property of their respective owners, and no endorsement of Chris Hoffman or Hoffman Financial Group is stated or implied. NEA and Ethics.net are not affiliated with Retirement Wealth Advisors, Inc. (RWA).

For the detailed requirements of NEA and Ethics.net, please visit: https://www.ethics.net/faq.

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Hoffman Financial Group’s use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.

Thank you for visiting Hoffman Financial Group’s social media pages. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Hoffman Financial Group reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Hoffman Financial Group.

Hoffman Financial Group’s use of the "like" button is not an endorsement of the organization or individual who posted the content. All content, "likes", and followers of this page should not be considered as testimonials or advertisements.