Broker Check

Our Team

Liz Hoover, CPA / PFS

President, Wealth Advisor


Liz Hoover is a professional with 38 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


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

Professional Activities


  • 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)
  • Investment Advisor Representative (IAR) with Hoover Financial Advisors, an RIA (Registered Investment Advisor). Please see "About Hoover Financial Advisors" for more discussion about our RIA.

Community Commitments


  • Liz lives in the country outside of Zionsville, Indiana with her husband and their two yellow labs. Their two adult sons still live nearby and visit frequently. 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.


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


  • Practice Manager with Hoover Financial Advisors since 2006.

  • 4 years medical office management at the Indiana University Medical Center.

Community Commitments

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

  • Volunteer for the Lymphoma Society, 2004 to present.


  • Kerry lived in Noblesville, Indiana until June 2022 when she relocated to Wellington, Florida where she grew up. She works full time remotely from home. She enjoys spending time with her adult son and family as well as their two Goldendoodles.