The Team

Clipper City Capital
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Steve Hoffman

Steve Hoffman

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Family Finances

Education

Bachelor of Science, Finance, Miami University, Oxford, OH '98-'02
CA Insurance #0K87245

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Matthew Snyder

Matthew Snyder

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments

Education

BS (Finance), Colorado State University
CA Insurance #0K30551

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Benjamin Hoffman

Benjamin Hoffman

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Elon University B.A. Philosophy/Psychology, 2001
CA Insurance #0I55378

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Henry Slyker

Henry Slyker

Financial Advisor

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Designations

MBA, CLU®

Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Planning Strategies

Education

MBA, Corporate Finance & Organizations and Markets, University of Rochester, Rochester, NY 1993, BA, Political Science, Bowling Green State University, Bowling Green, OH, 1991
CA Insurance #0H90062

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Our Staff

Heather Sommerfield

Heather Sommerfield

Registered Client Service Associate

Sue Van Metre

Sue Van Metre

Registered Client Service Associate