Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies

Awards & recognition

  • SkyCrest Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Jared Hoffman, Forbes Best-in-State Wealth Advisors, 2022-2024
  • Jared Hoffman, Forbes Best-in-State Next-Generation Wealth Advisors, 2021-2023
  • Jared Hoffman, Five Star Wealth Manager, 2023
  • Eric Koller, Five Star Wealth Manager, 2023
  • Matt Sangalli, Five Star Wealth Manager , 2023
  • Jared Hoffman, Ameriprise Circle of Success, 2016-2023

Community participation

Our toy drive is off to a great start!
Our toy drive is off to a great start!

Honored to be recognized in Forbes

All of us at SkyCrest Financial Group are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.