About Us

Our Leadership

Jerry H. Hoffmann, CPA
Certified Public Accountant
Registered FINRA Principal-Financial Consultant

Jerry founded the firm in 1976. With over 43 years in public accounting, he has worked with clients in numerous industries. He consults with both individual and business clients on a wide range of issues, encompassing taxation, insurance, investments and financial goals and strategies. He also serves as part-time CFO for a large construction industry general contractor in the Dallas area.

In 1989 Jerry was invited to join Merrill, Lynch's Premier office located at Mockingbird and Central Expressway in Dallas. This special arrangement, allowed him to benefit from their comprehensive investment executive training in Princeton, New Jersey. At Merrill, he was able continue serving his tax and accounting clients as well as his investment clients. UBS (formerly PaineWebber) offered him the same position in 1992. In 1994 he was recruited by AIG’s SunAmerica Securities and became a branch manager. Now he has many tax, insurance and investment clients that are served through his CPA firm, Jerry Hoffmann CPA &Co. PLLC and Advisor Group's Sagepoint Financial Advisors.

Because of his extensive experience in taxation and investments, Jerry is frequently sought out and consulted by attorneys for assistance in civil and criminal litigation involving investment, retirement and securities related cases.

Jerry was graduated from the University of Texas in Austin and completed graduate studies at Southern Methodist University. He is a Texas Certified Public Accountant and a FINRA Registered Principal (Series 24). Other accreditations include Series 65, Series 63, Series 7 as well as Texas Health, Life and Disability licensing. Professional society memberships include the Personal Financial Planning and Taxation Divisions of the American Institute of Certified Public Accountants.

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.