Your Small Business and Personal Resource
for Comprehensive Financial Planning

Andi Hoffmann
Andi Hoffman

Andi has degrees in Investment Finance and Spanish from the University of Wisconsin, Eau Claire. She has worked in the accounting, tax and investment field since graduating.

As a tax/business consultant and financial planner, Andi educates clients on how best to use financial statements as a management tool. She emphasizes the importance of accurate accounting records as a basis for sound tax and financial planning.

As well as currently pursuing her Certified Financial Planner (CFP) designation, Andi has taken a lead role in the Woodbury Chamber of Commerce. She is the current Vice Chair and also heads up Member Services.

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