Steven J. Hoffmann

As a Consultant, Steven provides senior consultants and directors with support on engagements to ensure clients and their families receive exceptional service. He passed the CERTIFIED FINANCIAL PLANNER™ exam in March of 2023 and will complete the experience requirement May of 2025 in order to become a certificant.

After interning with Altair in 2022, Steven became a permanent team member July of 2023. He graduated from the University of Wisconsin-Madison with a bachelor’s degree in finance with a concentration in wealth management and economics.