Team profile


Our approach

At SkyCrest Financial Group, we are, first and foremost, a client service practice. Our objective is to assist you in navigating the path ahead to achieve your financial goals.

We believe in providing comprehensive financial planning and wealth management, investing in industry-leading technology, and supporting ongoing education for our team members. The goal of this collaborative approach is for our clients to constantly receive excellent service in the most time-efficient manner.

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, 2024
  • Jared Hoffman, Forbes Best-in-State Wealth Advisors, 2022-2023
  • 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

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, SkyCrest Financial Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. We're so grateful for this honor, for our clients’ trust and for the dedication of our entire team.