“Part of our mission is to educate, enhance, and empower those we come in contact with. We want our clients to leave our office better than when they came in.”
What started as a passion for helping her neighbors has since turned into a successful career for Kelly Hoff. Kelly’s journey in financial services began at her kitchen table when she founded Hoff Financial Services in 1994. With a desire to provide affordable accounting services to farmers and small business owners, she began meeting with just a handful of clients. Kelly quickly outgrew her kitchen table when her team expanded and added four employees. Now, Kelly’s team serves over 70 bookkeeping and payroll clients, 300 investment clients, and over 1,000 tax returns. As someone with small town roots, Kelly leverages the skills she learns while helping manage her family’s fourth-generation farm to continue best serving her financial planning and tax clients.
Don’t miss Episode 174: The Value of Trust as Kelly Hoff joins Cambridge CEO Amy Webber to discuss:
Kelly grew up in Cameron, Wisconsin. After graduating from UW Eau Claire, she married and moved to her husband’s family dairy farm between Barron and Prairie Farm, Wisconsin. Kelly started Hoff Financial Services, LLC in 1994 with a desire to provide affordable accounting services to farmers and small business. What started out as a handful of clients meeting around Kelly’s kitchen table has grown to over 1,000 tax returns, over 70 bookkeeping and payroll clients, 300 investment clients and four employees. Kelly is a Registered Representative with Cambridge Investment Research and has passed the Enrolled Agent exam with IRS. She is also an active member of Women in Insurance and Financial Services (WIFS).
Kelly is very active in her community. She has served on several committees at the Prairie Farm Public Schools. Kelly also helps manage her family’s fourth generation farm.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Hoff Financial Services, LLC are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Cambridge and Hoff Financial Services are not affiliated.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
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