With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Advisors

Michael Hoeflich

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Hoeflich's website

Shawn Kelly

Financial Advisor

Visit Shawn Kelly's website


Team

Lisa Johnson

Lisa Johnson

Administrative Assistant

Personal Intro

Emily was a financial advisor for 22 years, splitting her time between Chicago and Key West. She is from the Chicago area. She and her husband, Alan, have been married for 24 years and have two Turkish Van cats. She has dual US/UK citizenship. Emily collects miniatures and her mini-house was featured in a 2022 article in the Wall Street Journal.

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