Steven Hofmann
Wealth Manager
Steve joined the team in 2023 when the financial firm he co-founded was acquired by Lifetime Financial Services. He enjoys working in a consultative manner with clients from all walks of life, striving to understand their individual needs and formulating an easily understood plan to help them meet their goals. Steve's clients value his attention to detail and his personable approach to planning.
A Berks County native, Steve is a graduate of The American University in Washington DC with a degree in International Relations and Economics. He is active in the community and his church, volunteering as the Endowment Chairman of the local Boy Scout Council, and as a member of the Berks County Estate Planning Council. He lives in Shillington, PA with his wife and two sons. When he isn't meeting with clients you can find him running and hiking on the scenic trails of Pennsylvania.