Team
At United Financial Center, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Carlee Reed
Team Member
Carlee is a registered representative with United Planners and holds Series 7 and 66 securities licenses.
Daniel Hoefferle
Certified Financial Planner™ EA
Daniel is a Retirement and Estate Specialist at United Financial Center. He is a registered representative with United Planners and holds Series 24, 7, 63, and 66 securities licenses.
David Hoefferle
President
As president and co-founder of United Financial Center, David works with financial clients across the nation, specializing in retirement and estate planning, tax preparation, and insurance.
Erik Ludvickson
Owner
Erik is a member of the United Financial Center team who focuses on helping clients assess their retirement and estate planning needs. Additionally, Erik helps with tax preparation and alternative investments.
Lisa Bilkey
Office Manager
(520) 323-4554
Lisa is the Office Manager at United Financial Center.
Rena Hoefferle
Partner I Co-Founder
Rena is an original founder and partner of United Financial Center. For more than 20 years she has been involved with the growth and direction of the company. She is a tax preparer, and also manages the company’s financial...