Director Of Wealth Planning
Current
Mar 2022 - Present
AeroLeads people directory · profile
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® Email & Phone Number
Director of Wealth Planning at Ridgeline Private Wealth
at
Ridgeline Private Wealth
1 work email found
@ridgelineprivatewealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Director of Wealth Planning at Ridgeline Private Wealth
Location
Greater Rockford Area, United States, United States
Company size
Who is Steve Hofmann, Jd, Cpa, Cfp®, Ppc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® is listed as Director of Wealth Planning at Ridgeline Private Wealth at Ridgeline Private Wealth, a company with 3 employees, based in Greater Rockford Area, United States, United States. AeroLeads shows a work email signal at ridgelineprivatewealth.com and a matched LinkedIn profile for Steve Hofmann, Jd, Cpa, Cfp®, Ppc®.
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® previously worked as Director of Wealth Planning at Ridgeline Private Wealth and Retirement Plan Officer at Midland States Bank at Midland Wealth Management. Steve Hofmann, Jd, Cpa, Cfp®, Ppc® holds Doctor Of Law (J.D.), Law from Thomas M. Cooley Law School.
Company email context
Email format at Ridgeline Private Wealth
This section adds company-level context without repeating Steve Hofmann, Jd, Cpa, Cfp®, Ppc®'s masked contact details.
{first}@ridgelineprivatewealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Steve Hofmann, Jd, Cpa, Cfp®, Ppc®. Compare company email patterns before reaching out.
Profile bio
About Steve Hofmann, Jd, Cpa, Cfp®, Ppc®
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® is a Director of Wealth Planning at Ridgeline Private Wealth at Ridgeline Private Wealth.
Current workplace
Steve Hofmann, Jd, Cpa, Cfp®, Ppc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ridgeline Private Wealth
8 roles
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® work experience
A career timeline built from the work history available for this profile.
Retirement Plan Officer At Midland States Bank
Jul 2020 - Mar 2022
Wealth Advisor At Midland States Bank
Feb 2018 - Jul 2020
Wealth Advisor At Alpine Bank (Acquired By Midland States Bank)
Aug 2015 - Feb 2018
Manager
Feb 2014 - Aug 2015
Tax Senior
Jan 2012 - Jan 2014
Tax Senior
Jan 2011 - Jan 2012
Senior Tax Consultant
Deloitte Tax Llp
Jan 2007 - Dec 2009
2 education records
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® education
Doctor Of Law (J.D.), Law
Bachelors, Accountancy
FAQ
Frequently asked questions about Steve Hofmann, Jd, Cpa, Cfp®, Ppc®
Quick answers generated from the profile data available on this page.
What company does Steve Hofmann, Jd, Cpa, Cfp®, Ppc® work for?
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® works for Ridgeline Private Wealth.
What is Steve Hofmann, Jd, Cpa, Cfp®, Ppc®'s role at Ridgeline Private Wealth?
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® is listed as Director of Wealth Planning at Ridgeline Private Wealth at Ridgeline Private Wealth.
What is Steve Hofmann, Jd, Cpa, Cfp®, Ppc®'s email address?
AeroLeads has found 1 work email signal at @ridgelineprivatewealth.com for Steve Hofmann, Jd, Cpa, Cfp®, Ppc® at Ridgeline Private Wealth.
Where is Steve Hofmann, Jd, Cpa, Cfp®, Ppc® based?
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® is based in Greater Rockford Area, United States, United States while working with Ridgeline Private Wealth.
What companies has Steve Hofmann, Jd, Cpa, Cfp®, Ppc® worked for?
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® has worked for Ridgeline Private Wealth, Midland Wealth Management, Baker Tilly Virchow Krause, Llp, Mcgladrey, and Bdo Usa, Llp.
Who are Steve Hofmann, Jd, Cpa, Cfp®, Ppc®'s colleagues at Ridgeline Private Wealth?
Steve Hofmann, Jd, Cpa, Cfp®, Ppc®'s colleagues at Ridgeline Private Wealth include Carron Wick-Schmick and Nathan Coons.
How can I contact Steve Hofmann, Jd, Cpa, Cfp®, Ppc®?
You can use AeroLeads to view verified contact signals for Steve Hofmann, Jd, Cpa, Cfp®, Ppc® at Ridgeline Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Steve Hofmann, Jd, Cpa, Cfp®, Ppc® attend?
Steve Hofmann, Jd, Cpa, Cfp®, Ppc® holds Doctor Of Law (J.D.), Law from Thomas M. Cooley Law School.
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