Kirk Hoffman, CASL®, CFP®, ChFC®, CLU®, CRPC®, CRPS®, has served as Vice President of Planning Services since 2004 and is responsible for financial planning based on specific client objectives. He has been providing personalized financial planning services since 1986. He is a graduate of Western Michigan University (B.B.A.), a CFP® (Certified Financial Planner), a ChFC® (Chartered Financial Consultant), and a CLU® (Chartered Life Underwriter). He has the CASL® (Chartered Advisor for Senior Living), CRPC® (Chartered Retirement Plan Counselor), and CRPS® (Chartered Retirement Plan Specialist) designations.
Kirk is past President of the Jackson Rotary Club and the Western Michigan University Alumni Association. Kirk currently serves on the Free Methodist Church U.S.A. Benefits Committee and is an active member of his local church where he leads the worship team. He is also a licensed captain holding a Merchant Mariner Credential (MMC) issued by the U.S. Coast Guard.