TEAMS +
- Leo J. Kelly III
- Matthew S. Moore
- Susan Insley
- Charles S. Holt
- Cristina McCarthy
- Brian J. Grumbach
- Richard M. Rosa
- Thomas J. New
- Stephen Thacker
- Brian Sabo
- John Morgan
- Meg Sheil-Puopolo
- Avery A. Prkna
- Noel LaMontagne
- Megan Horneman
- Kevin M. Cuff
- Michele Welsh
- Jason M. Edelson
- Michael R. Hoffman
- Matthew Andrulot
- David Nelson
- Shane Twomey
- Debbie Berlin
- Laura Kreutzfeldt
- Annie McCann
- Courtney Hoyes
- Reid Barger
- Lucas R. Belanger
Michael R. HoffmanCFP®, AIF®, CRPC®
Director
Contact:
410.472.5386
Education:
James Madison University, B.A. in Political Science with a minor in Political Communications
At Verdence, Mike serves as both Advisor and Financial Planner. In these positions, he monitors investment activity and performance while conducting primary research so that Verdence can remain up-to-date with information necessary to provide the most effective and personalized attention to its clients. Previously, Michael worked as an Investment Associate at T. Rowe Price, a Registered Client Associate at Merrill Lynch and as a Financial Planning Specialist at Kelly Wealth Management.
Get to know Michael!
Favorite Vacation Spot:
“Key West”
A hobby I wish I had more time for:
“Traveling”
What makes me happy?
“Seeing clients achieve their goals.”
