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Jeff Hockert

Senior Vice President, Financial Advisor, CFP®
Series 7, 63 & 65 Securities Registrations*, Insurance License


After 15 years of financial advising, Jeff still has a great passion for his work, and helping clients achieve their financial goals remains at the forefront. He considers listening to his clients his greatest strength and takes great care to help them map a path to a successful future. Jeff proudly describes himself as a “financial coach” who assists clients who are motivated to create wealth over the long term. He and his family live in Plymouth, where they are very active in church, kids’ sports and outdoor activities.

“As a financial coach, I help families achieve their unique personal goals, hopes and dreams.”

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*Registrations are held with LPL financial. Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with LPL Financial.

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