Liz Hoover, CPA / PFS

President, Wealth Advisor

Liz Hoover is a professional with 32 years of experience and a talent for financial plan design. She enjoys exceeding her client's expectations with attention to detail and personalized service.

Professional Credentials

Experience

  • Financial planning practice established since January 2001
  • 32 years in accounting, financial planning and management
  • Public accounting with Coopers & Lybrand and Ernst & Young
  • Corporate finance, strategic planning and operations management

Professional Activities

Education

  • Indiana University, Bloomington; B.S. in Accounting, May 1984

Professional Licensing

  • Active Indiana CPA (Certified Public Accountant) license; Exam passed May 1984
  • PFS (Personal Financial Specialist): Awarded by the AICPA (American Institute of Certified Public Accountants)
  • Series 7, 66, and 24 securities registration

Community Commitments

Personal

  • Liz lives in the country outside of Zionsville, Indiana with her husband, their two sons and two yellow labs. She enjoys reading, sports and travel.

Kerry Hampton

Practice Manager

Kerry's warmth and good humor are appreciated by our clients, guests and everyone in our office. Her broad range of business, accounting, financial planning and investment skills allow her to simplify more complex issues and paperwork for our clients and our team.

Education

  • Indiana University at Indianapolis, Kelley School of Business, B.S. Business Management, Minor in Economics.

Experience

  • Practice Manager with Hoover Financial Advisors since September 2006.
  • 4 years medical office management at the Indiana University Medical Center.

Professional Licensing

  • Series 7 and 66 securities registration

Community Committments

  • Volunteer for the American Cancer Society, 2004 to present.
  • Volunteer for the Lymphoma Society, 2004 to present.

Personal

  • Kerry lives in Noblesville, Indiana with her son and several pets. She enjoys spending time with her family and attending her son's many sporting activities.