Our Qualifications

Bill Hoefer received his Bachelors and Masters degrees from Loras College in Dubuque, Iowa. After twelve successful years of teaching and coaching, he began his financial service practice in 1988. Each day he assists his clients in making smart choices through strategies in areas of preserving, accumulating and transferring their wealth.

Bill has earned his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Planning Counselor (RIPC), Certified Retirement Planning Counselor(CRPC) and Certified Financial Planner(CFP) designations. He a member of the Financial Planning Association (FPA).


Mike Eggert received his Bachelors degree from St. Mary's University in Winona, Minnesota. Mike began assisting clients with their stock and commodity investments in 1978 and started his financial services practice in 1990. Preparing for a financially secure future is never an easy task, but Mike has worked diligently through the years providing his clients with services designed to establish a solid financial plan.

Mike has earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is a member of the St. Paul Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and the St. Paul Chapter of the Society of Financial Service Professionals.