Shari L. Hoffman, CTFA

Senior Managing Advisor
BKD Wealth Advisors, LLC
Springfield

Shari has nearly 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, educational and estate planning.

Shari is a member of the Greene County Estate Planning Council and a graduate of Leadership Springfield.

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) professional designation.