Shari Hoffman

Managing Director

910 E. St. Louis Street, Suite 200
Springfield, MO 65806-2523
FAX:  417.865.0682

Shari has been a member of the wealth management industry since 1986, providing financial and estate planning services to high-net-worth families. She coordinates investment management with tax, retirement, financial education and estate planning.

She is a member of the Greene County Estate Planning Council and a graduate of Leadership Springfield. Shari serves on the Board of Directors for Gloria Deo Academy and American Diabetes Association. She previously served on the Board of Directors for the Community Foundation of the Ozarks and Drury University Alumni Council and was event co-chair for the American Diabetes Association’s Red Ball Gala. In 2013, she was recognized by Springfield Business Journal as one of “2013’s 20 Most Influential Women.”

Shari is a Certified Trust and Financial Advisor (CTFA).

She is a 1989 graduate of Drury University, Springfield, Missouri, with a B.A. degree in accounting and business administration, and a 1998 honors graduate of Cannon Financial Institute, Athens, Georgia.

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