About Us

Kyle Allyn

Executive Vice President, Investment Advisor Representative

Kyle Allyn is the Executive Vice President of Hoffman Financial Group. Kyle has been with Hoffman Financial Group since the early beginnings at our flagship location in Sandy Springs. He has worked to grow our family of clients planning for retirement, helping us become one of the top independent financial firms in Atlanta. He is Series 65 licensed and an Investment Advisors Representative of Retirement Wealth Advisors. As an Investment Advisor Representative, he has a fiduciary duty to our clients.

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. This program 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 families in the greater Atlanta area.

Kyle was the first employee of Hoffman Financial Group. His passion for finding investments and his commitment to clients is unmatched. His most recent contribution to the company is his diversified “Financial House.” This approach assists as pre- and post-retirees look to make informed decisions as they near retirement. He looks forward to building a long-standing relationship with his clients as he continues to put them first. Kyle is also a frequent guest host on “Money Unleashed,” a radio show airing Sundays at 2 p.m. on NEWS 95.5, AM750 WSB, and the Hoffman Financial Group YouTube vlog.

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, attending Buckhead Church, traveling, playing golf, and being an Atlanta restaurant connoisseur.

Video: HFG YouTube Channel Vlogs
Radio: Money Unleashed | Saturdays @ 2 PM | NEWS 95.5 & AM750 WSB
Investment Advisor Representative: With RWA
Licenses: Series 65 fiduciary

kallyn@hoffmancorporation.com
770.709.5961

Click Here for Kyle's YouTube Vlogs!

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 resides in Roswell with his wife and two daughters.

Radio: Money Unleashed | Saturdays @ 10 AM | NEWS 95.5 & AM750 WSB
Investment Advisor Representative: With RWA
Member: National Association of Insurance and Financial Advisors (NAIFA)
Licenses: Series 65 fiduciary

ejohnson@hoffmancorporation.com
770.709.5964

Nicholas Leone

Investment Advisor Representative

Nick Leone is a financial professional who is passionate about guiding and assisting his clients into achieving their financial and retirement goals. His core beliefs and values include being a trustworthy professional who always puts the needs of his clients and their families first.

As the second longest tenured employee of the firm, Nick is instrumental in instilling the execution of custom portfolio builds for all clients, offerings of quarterly reviews on performance, and education through mediums such as seminars, TV, Radio, and YouTube. You can catch Nick every week on his YouTube vlog, “Money Unleashed.”

He continues to grow his passion to commit himself to providing beneficial financial strategies to his clients. Nick is Series 65 licensed and an Investment Advisor Representative of Retirement Wealth Advisors. As an Investment Advisor Representative, he has a fiduciary duty to our clients.

Nick looks forward to building a long-standing relationship with Hoffman Financial Group’s clients as he continues to help families design custom and diverse retirement plans that fit their needs. Nick currently resides in Chamblee-Dunwoody, GA, with his wife, Sydney. In his free time, Nick enjoys professional sports, golf, and exercising.

Video: HFG YouTube Channel Vlogs
Radio: Money Unleashed | Sundays @ 9 AM | Xtra 106.3 FM
Investment Advisor Representative: With RWA
Licenses: Series 65 fiduciary

nleone@hoffmancorporation.com
770.709.5963

Click Here for Nicholas's YouTube Vlogs!

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.

As a series 65 licensed, Investment Advisor Representative of Retirement Wealth Advisors, Chris has a fiduciary duty to each one of our clients.

Investment Advisor Representative: With RWA
Licenses: Series 65 fiduciary

ccummings@hoffmancorporation.com
770.709.5968

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 be “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.

Investment: Advisor Representative With RWA
Licenses: Series 65 fiduciary

jhudson@hoffmancorporation.com
678.894.0398

Seth Harding

Executive 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 JP Morgan 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 Highlands Church.

sharding@hoffmancorporation.com
770.709.5962

Creighton Hoffman

Chief Financial Officer

Meet Creighton Hoffman, the Chief Financial Officer of the Hoffman Financial Group. Creighton has become an esteemed leader in her field and her expertise in financial management and strategic planning has been integral in positioning the Hoffman Financial Group as a top-tier financial institution.

As CFO of the Hoffman Financial Group, Creighton is responsible for the company’s financial operations, including accounting, budgeting, and financial reporting. Her meticulous attention to detail and unwavering commitment to financial integrity have complimented the core values and highest standards of the entire company, ultimately benefiting the clients of Hoffman Financial Group.

Outside of work, Creighton is a dedicated mother to two amazing children, an avid supporter of various charitable organizations, and enjoys traveling to new places with her family and friends.

lchoffman@hoffmancorporation.com
404.545.6065

Brooke Spedale

Retirement Coach, Investment Advisor Representative

Brooke serves a central role at Hoffman Financial group by addressing the challenges that are specific to many female investors going through life transitions. While working closely alongside the founder, Chris Hoffman, and fiduciary investment advisors on the team, Brooke strives to build security in their clients’ golden years. As the need became clear, she decided that a female financial coach should be a readily available resource for Atlanta’s female retirees or those soon to retire. Her decision led to a financial community being formed specifically for these women and represents a new age of powerful perspective of investing. As a result, Her Wealth Her Way was introduced and guided by Brooke.

As a division of Hoffman Financial Group, Her Wealth Her Way aims to empower women’s financial futures, and Brooke is dedicated to being that female role model for the women in the Metro Atlanta area while supplying them with the knowledge to confidently dance through retirement. In the finance industry, where women account for less than 10% of senior roles, she applies her understanding of the needs and challenges specific to women that is different than the male investment community.

Brooke resides in Woodstock with her husband, Matthew, and her son, Matthew, who have been her greatest encouragements throughout her career.

Investment Advisor Representative: With RWA
Licenses: Series 65

bspedale@hoffmancorporation.com
770.709.5966

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.

nsmit@hoffmancorporation.com
678.924.8254

Kelson Brunelle

Client Relations Manager

Kelson joined Hoffman Financial Group immediately after graduating from Kennesaw State University with a Bachelor’s Degree in Marketing. In his role, he works closely with Kyle Allyn, the Executive Vice President of Hoffman Financial Group, and Eric Johnson, the Vice President, to deliver exceptional care and attention to clients. Kelson takes pride in managing workshops that provide both educational and enjoyable experiences for current and prospective clients.

In addition to his workshop management responsibilities, Kelson plays a crucial role in gathering the necessary data for appointment preparation, ensuring that financial advisors at Hoffman Financial Group are well-equipped to serve their clients effectively.

Outside of the office, Kelson finds joy in embracing outdoor activities and making a positive impact on the community. He shares his passion for soccer by coaching in youth programs, nurturing young talents and fostering a love for the sport. When time permits, Kelson enjoys activities such as water skiing, golf, tennis, and soccer, appreciating the benefits of an active and balanced lifestyle.

Kelson’s dedication, 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.

kbrunelle@hoffmancorporation.com
770.709.5977

Billy Wagner

Client Services Manager

Billy Wagner is a valued member of Hoffman Financial Group, contributing to the team as a Client Services Associate. He brings with him valuable expertise gained from his studies in marketing communications at Georgia College. As one of the first points of contact for pre- and post-retirees, Billy plays a crucial role in ensuring their needs are met with the utmost care and attention. 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. He shares a passion for basketball, actively participating in the sport as both a player and an official. 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.

bwagner@hoffmancorporation.com
770.709.5970

Brock McDaniel

Operations Manager

Brock McDaniel is a dedicated professional who graduated from Kennesaw State University with a degree in Business Management. Joining the Hoffman Financial team as an Operations Associate, he brings with him a strong commitment to excellence and a positive attitude that uplifts those around him. Collaborating closely with Seth Harding, the Executive Director of Operations, Brock plays a vital role in ensuring the seamless opening of accounts and handling money movement requests with efficiency and timeliness, all while prioritizing a superior client experience.

Outside of his professional responsibilities, Brock actively engages in meaningful activities that enrich his life and contribute to his personal growth. He finds fulfillment in volunteering at his church, where he dedicates his time and skills to make a positive impact on the community. As an avid reader, he nurtures his mind and broadens his knowledge by exploring various subjects and perspectives. Additionally, Brock enjoys playing sports, which not only keeps him physically active but also fosters camaraderie and teamwork.

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

bmcdaniel@hoffmancorporation.com
678.996.1046

Connor Pruitt

Client Relations Associate

cpruitt@hoffmancorporation.com
770.709.5967

Matthew Stewart

Client Relations Associate

mstewart@hoffmancorporation.com
770.709.6341

Max McBrayer

Client Relations Associate

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.

mmcbrayer@hoffmancorporation.com
470.474.1032

Colin Fitzpatrick

Client Relations Associate

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 a Client Relations Associate, collaborating closely with one of our fiduciary advisors, Jeremy Hudson to deliver the highest level of service to all clients.

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.

cfitzpatrick@hoffmancorporation.com
678.894.0318

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, including all events.

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.

cpfeifle@hoffmancorporation.com
678.924.8282

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 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.

ephillips@hoffmancorporation.com
470.474.1031

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 Seth Harding, the Executive Director of Operations, 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.

ggates@hoffmancorporation.com
770.709.5988

Miles Smith

Client Relations Associate

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.

Having resided in the fast-paced environment of New York City, Miles developed a keen awareness of the complexities and dynamics of the financial world. His time in the city allowed him to witness firsthand the impact of market fluctuations, economic trends, and global events. This experience has given him valuable insights that he brings to his role at Hoffman Financial Group.

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.

Miles forms deep connections with his clients, taking the time to listen attentively and understand their unique needs and goals. Drawing upon his expertise in both finance and his degree from Dartmouth in political science, Miles, along with the team, assembles financial strategies that effectively drive our clients’ success. Miles combines his understanding of financial markets with a broader perspective on economic and political landscapes, allowing him to offer comprehensive guidance.

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.

School: Dartmouth College
Licenses: Series 65

msmith@hoffmancorporation.com
770.759.1097

Edwin Mendez

Client Services Associate

Edwin Mendez brings his extensive experience in sales and marketing to Hoffman Financial Group. His strong communication skills ensure that our clients have a seamless and pleasant experience, as he is also one of the first points of contact for pre and post-retirees meeting with our advisors. In assisting the Investment Advisor Representatives of Hoffman Financial Group, Edwin prides himself on his keen business sense paired with his passion for offering white-glove service to those he interacts with. He gathers all the information needed for the pre-planning process from start to finish and coordinates scheduling.

Edwin was born in Los Angeles, California, and moved to Lawrenceville, Georgia, in 2004. In his free time, you can find Edwin at the park with his dog, Stryker. He also enjoys attending car shows with his car club, working out, traveling, and supporting the Georgia Bulldogs.

emendez@hoffmancorporation.com
770.467.7900

Grant Fox

Client Services Associate

Grant Fox joined Hoffman Financial Group as a valued member after completing his education at the University of North Georgia. As our dedicated Client Services Associate, he plays a crucial role in ensuring a seamless experience for our clients by providing them with a comprehensive understanding of our processes before their meetings with our advisors. Grant’s attention to detail greatly benefits our clients as he guides them through each 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 Services 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.

gfox@hoffmancorporation.com
770.296.3113

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 works closely with Seth Harding, the Executive Director of Operations, to ensure seamless account openings and operational efficiency.

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.

kpillay@hoffmancorporation.com
770.504.4953

Chandler Albert

Client Relations Associate

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 Client Relations Associate, 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.

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

calbert@hoffmancorporation.com
770-680-0424

Jimmy Heishman

Client Services 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 Services Associate, Jimmy plays a crucial role in ensuring a seamless experience for our 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.

jheishman@hoffmancorporation.com
770.412.2550