Team

A Culture Built on Collaboration and Passion

Our People

Empowering with Expertise & Experience

Our team is made up of seasoned business professionals with extensive experience in entrepreneurship, finance, analytics, strategy, and consulting. We are dedicated to leveraging our knowledge and skills to support and guide aspiring entrepreneurs, helping them navigate challenges and achieve success.

Our team

Choosing The Right
Financial Planning Team

Trusted partner

SEC Registered Investment Advisor

We help you achieve your vision and cultivate confidence and peace of mind across your financial journey.

“At Finovate, our culture is built on client-first values, continuous improvement, and passion for our work. If you’re seeking intellectual challenge and a company that feels like home, Finovate is the place for you.”

Rebbeka Hof
Vice President