Keep on track with the right financial advice

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My clients are busy executives, business owners, professionals and retirees who believe in growing and preserving their wealth in order to care for their families and attain the freedom that a financially secure retirement can bring.

Since 1993, I have had the privilege of serving my clients and helping them pursue their financial goals. My experience as a loan officer, private banker, investment manager and financial advisor provides me with a perspective that few others can offer. By bringing knowledge and skills gained from having worked in multiple disciplines, along with holding CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor designations, I am able to develop a clear understanding of how all the pieces fit together that make up your financial picture. My goal is to build a personalized financial plan based on your vision of the future, your time horizon and the needs of your family.

My team and I believe in providing comprehensive wealth management that goes well beyond investments. Our desire is to be the first call and resource for all financial matters. We are focused on assisting you with the various opportunities and challenges that come with growing and preserving your assets—everything from estate planning strategies to helping you preserve your wealth after a business sale. We have the vast resources and experience of UBS at the ready, but our relationship with our clients is deeply personal. What matters most to you is what matters to us.

Relationships are what matter most. I am passionate about getting to know my clients on a personal level. Only by getting to know them and developing a clear understanding about what is most important can I help them make the best choices and tailor solutions designed to meet their individual needs.

- Jeffrey Hogue

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jeffrey L. Hogue, CFP®, CEPA

    Jeffrey Hogue

    Senior Vice President–Wealth Management

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    • AL
    • AR
    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    Since 1993, Jeff has been helping a diverse clientele of business owners, professionals, executives, and affluent women investors facing life transitions as well as multigenerational families with all aspects of their financial lives. His background as a commercial lending officer and private banker, combined with his M.B.A., experience as a portfolio manager and his designations as both a Certified Financial PlannerTM (CFP®) professional and Certified Exit Planning Advisor (CEPA), has given him a rare set of skills and insights that sets him apart from other advisors.

    Jeff’s commitment to financial planning comes directly out of his own life experience. Shortly after Jeff finished college, his father suddenly passed away. Because his father had done little financial planning, Jeff was forced into action and quickly took the reins to settle his father’s business and set a plan for his widowed mother. The experience put him on his path as a financial advisor, not only because of his financial acumen but because of his compassionate understanding of the experiences and emotions that play a role in one’s feeling of security and independence.

    Originally from Guthrie, OK, Jeff has called Gainesville, FL home since 1974 where he and his wife, Amy, are raising their two children, Kendall and Carson. Outside of work, Jeff enjoys traveling, hiking, scuba diving, and coaching youth athletics.  Jeff's community involvement includes serving on several boards and committees including Haven Hospice, the Community Foundation of North Central Florida and Anthem Community Church. Jeff is a graduate of the Greater Gainesville Chamber of Commerce’s Leadership Gainesville program. He has been recognized by the Community Foundation of North Central Florida as an inaugural member of the Door Opener’s Society and received the 2020 Legacy Award for professional advisors.  He was also named the 2020 "Best of the Best" financial advisor by the readers of the Gainesville Sun newspaper.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Florida, Warrington College of Business, M.B.A.: 1991 - 1993
    • University of Alabama, B.A., Communications: 1985 - 1989
    • Certified Exit Planning Advisor
    • Wealth Advisor
    • Portfolio Manager
    Business owners
    Women investors
    Multi-generational families
    Financial planning
    Exit planning
    Retirement planning
    Long-term care planning
    4313 NW 8th Avenue
    Suite 10
    Gainesville, FL 32605
  • Kristin Beckerink

    Kristin Beckerink

    Client Associate

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      Kristin serves as the key operations specialist for our team and is responsible for the day-to-day elements of our practice ensuring that our clients' requests are met in a timely and accurate fashion.  She is a true advocate for our clients and assists in developing and maintaining relationships with both internal and external partners as well as our clients' other trusted advisors such as attorneys and tax professionals.  Her goal is to deliver exceptional service and make sure that the clients' needs always come first.

      Born and raised in Gainesville, FL, Kristin has strong ties to our community.  She is a graduate of the University of Florida with a Bachelor of Arts degree in Linguistics specializing in communication disorders.  It was while she was attending college that Kristin began her professional career working in the financial services industry as a part-time bank teller.  Her talents and dedication were quickly recognized and she quickly rose through the ranks to a supervisory role responsible for an entire team of tellers.  Shortly thereafter, Kristin was promoted to the role of a personal banker who worked directly with both individual and business clients.  Kristin's attention to detail and focus on service was helpful as she assisted clients with their cash management and financing needs.

      Outside of work, Kristin continues to help others whenever she can.  She is passionate about helping improve the lives of others, particularly when it comes to students.  Kristin has served as a mentor at High Springs Community School, participated in the Food4Kids Backpack Program of North Florida, and has volunteered with the Reading Program at Myra Terwilliger Elementary School.  In her free time, Kristin loves to spend time with her husband and son.  They enjoy the outdoors and you can often find them fishing or kayaking on the rivers and along the coastline of North Florida.

        • University of Florida, B.A., Linguistics: 2003 - 2006
          4313 NW 8th Avenue
          1st Floor, Suite 10
          Gainesville, FL 32605
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