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Mr. Hoffman is the Managing Director and Founder of Old Faithful Financial Services, LLC, a firm specializing in comprehensive wealth, estate, and charitable planning. He offers tactical and strategic wealth and estate planning primarily to affluent families and works with their other professional advisors to coordinate and implement the strategies that have been approved by his clientele. He also provides business consulting to profit and non-profit organizations including business transition planning, family retreats, and seminars on a variety of strategic wealth accumulation and protection concepts and estate planning strategies.

Mr. Hoffman also owns Hoffman Consulting a full service firm of Certified Public Accountants. Hoffman Consulting was founded in 1978. He is also President and CEO of The Marna M. Kuehne Foundation benefiting disabled veterans in northeastern Wyoming. He has served on the board of directors for several local charities including being a founder and officer for Wyoming Rehabilitation Foundation, and past president of Sheridan County YMCA where he served on the board for 25 years. He remains a member of the boards of directors of several private foundations created by his clientele.

Mr. Hoffman received his B.S. degree from The University of Wyoming in 1973 and, completed a master’s degree program in personal financial planning through The College for Financial Planning in 2005. He holds the designations of Certified Public Accountant (CPA), Certified Financial Planner (CFP), and, Personal Financial Specialist (PFS). He is a Legacy Wealth Coach and a fellow of the Esperti Peterson Institute an advanced estate planning group specializing in affluent clients.

Mr. Hoffman was widowed losing his wife to cancer in 2001. He has two daughters and two grandchildren and is very much a family oriented person. He is an avid outdoor sports enthusiast enjoying the many outdoor activities provided by his native home of Wyoming. He also enjoys spending time in Alaska where he has a home near the world famous Kenai River.

Old Faithful
Financial Services, LLC
136 West Works St
Sheridan, WY 82801

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Tel.: 307.672.8956
Fax: 307.672.8183