Shelley Hoffman *

  • Financial Administrator
    Shelley Hoffman


    Shelley Hoffman*

    Financial Administrator
    As the Financial Administrator, my most important role is to keep the office running smoothly so our team can spend their time focusing on you. Additionally, you may contact me for help with scheduling an appointment with our advisors.
    I joined the Phase 3 team in November of 2013. I have young children and spend many hours volunteering at their schools. I’m also a member of the Palatine Jaycees which allows me to be active in many community service events throughout the year. In my free time, I enjoy attending concerts and sporting events, cooking with my family and visiting with friends.

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Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Osaic Wealth, Inc.

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