Our Associates

Joshua Hoffman

10401 Innovation Drive, Suite 125
Wauwatosa, WI 53226

Joshua Hoffman is a Financial Advisor with a degree in Personal Finance from the University of Wisconsin-Madison, bringing both expertise and passion to his work. 

His career path has been diverse, providing him with a wide range of skills and experiences. From working as a bank teller to serving in hospitality roles, Joshua has developed a strong work ethic and a keen understanding of client service, which he now applies to guiding individuals and families toward their financial goals. 

Originally from Manitowoc, Joshua is an avid sports enthusiast and enjoys staying active. He plays softball and pick-up basketball with friends and finds fulfillment in coaching youth football and high school basketball, helping to inspire a love of sports in the next generation. 

Outside of work and athletics, Joshua is a devoted pet parent to his dog, Bentli, and an enthusiastic supporter of the Brewers, Bucks, Badgers, Packers, and University of North Carolina teams. He also enjoys simple pleasures, including chocolate milk, bar food, and the occasional pack of M&Ms. 

With his engaging personality and diverse background, Joshua Hoffman combines professional expertise with a genuine commitment to building meaningful relationships with his clients 

Main areas of Focus
  • Life Insurance
  • Retirement Income Planning
  • Financial Planning
  • Wealth Management
  • Business Planning
1+Year Experience
A young man in a navy suit and white shirt stands indoors, smiling at the camera in a well-lit hallway.

Education

University of Wisconsin- Madison

Licenses

Series 7, Series 66, SIE

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