A Certified Financial Planner®, Jean Hoff, combines keen analytical skills with business education and acumen to serve high net-worth clients. She began with Aegis Wealth Management LLC, a boutique, fee-only firm, as an Associate in 2006, and swiftly advanced, culminating in promotion to Principal in 2014. Jean specializes in serving clients who have complex planning needs and seek a long-term advisor. With every client, Jean takes the time to be sure that the planning truly reflects the client’s specific circumstances. Once a plan is in place, Jean delights in motivating clients to achieve their goals – savings targets during wealth creation, spending plans during wealth preservation, an