Liz Hoover, CPA / PFS

President, Wealth Advisor

317-871-8578

LH@HooverFinancialAdvisors.com

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

Experience

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

Professional Activities

• Financial Planning Association of Greater Indiana: 2005 President; 2006 Chairman; current member
• Indiana CPA Society: Leadership Cabinet 2003-2007; 2004-2006 Chair of the Financial Services Member Section Advisory Council; current member
• Estate Planning Council of Indianapolis: Member
• American Institute of Certified Public Accountants (AICPA): Member
• The National Association of Personal Financial Advisors (NAPFA): Member

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)
• 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

• New Hope of Indiana: Board Member 2016-Present; President July 2020-June 2022; Vice Chair 2019-2020; Finance Committee Chair July 2019-June 2020 and July 2022-June 2023; Treasurer and Secretary July 2022-June 2023
• Leadership Indianapolis (formerly Lacy Leadership Association): Member; Board Member and Mayor's Cadre Member 2006-2011
  
• National Association of Women Business Owners (NAWBO): Member; Board of Directors and Treasurer 2006-2009; Awarded the NAWBO Member of the Year Award 2007
• Women's Fund: Past Corporate Partner's Committee and Current Options Alumni Member
• International Violin Competition of Indianapolis: 2010 Opening Ceremonies Committee; 2014 and 2018 Volunteer
• Junior Symphony Group: Member 1988-2010
• Traders Point Hunt Charity Horse Show: BOD Member/Treasurer (1988-1994); VIP Tent Committee Co-Chair (1996-2006)

Personal

• 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.

Practice Manager

317-871-8578

KH@HooverFinancialAdvisors.com

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 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.

Personal

• Kerry lives in Wellington, Florida where she works remotely from home. She enjoys spending time with her son who attends Palm Beach State College and their two Goldendoodles. She travels back to Indiana periodically for work.