Shari L. Hoffman, CTFA

Senior Managing Advisor
BKD Wealth Advisors, LLC
Springfield

Shari has more than 20 years of experience in banking and investment management.  She assists high-net-worth families, trustees and companies with their investment management and wealth planning needs.  She coordinates investment management with tax, retirement, education and estate planning.

In addition to serving her clients, Shari is director of the Client Service Committee for BKD Wealth Advisors, LLC, a member of the Greene County Estate Planning Council and a graduate of Leadership Springfield.  Shari presently serves on the Board of Directors for the Community Foundation of the Ozarks and the American Diabetes Association.  She previously served on the Alumni Council for Drury University and as event co-chair for the American Diabetes Association’s Red Ball Gala. 

She is a 1989 graduate of Drury University, Springfield, Missouri, with a B.A. degree in accounting and business administration.  She is a 1998 honor graduate of Cannon Financial Institute and has the Certified Trust and Financial Advisor (CTFA) certification.