Steven J. Hoffmann
Associate Consultant

BBA in Finance, Investment, and Banking, and Economics, University of Wisconsin-Madison


Enjoys starting his day with exercise and honey nut cheerios and trying new things with his friends

Steven J. Hoffmann

As an associate 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.

Steven is originally from Shawano, Wisconsin, and now resides in Chicago’s Buena Park neighborhood.