Team

At Hoovler Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
Business succession planning

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Amy M. Hoovler

Investment Advisor, AIF®

(740) 919-5036 ext. 2

(740) 919-5038

amy.hoovler@ceteraadvisors.com

Amy got her start in the business in 1997, selling property casualty insurance with Best Hoovler McTeague Insurance. In 1999 she branched into life insurance and started working with her dad, Skip, as a Client Relationship Manager. She...

Amy Hoovler

Investment Advisor, AIF®

(740) 919-5036 Ex.2

(740) 919-5038

amy.hoovler@ceteraadvisors.com

Donald W. "Skip" Hoovler

Financial Advisor

(740) 919-5036

(740) 919-5038

donald.hoovler@ceteraadvisors.com

Skip started out in this business in 1968 with the encouragement of his late uncle Jerry Hoovler. He was teaching high school and coaching …………….. He began by selling insurance with Midland Mutual Life Insurance Company, and then with...

Donald "Skip" Hoovler

Financial Advisor

(740) 919-5036 Ex. 1

(740) 919-5038

donald.hoovler@ceteraadvisors.com

Skip started out in this business in 1968 with the encouragement of his late uncle Jerry Hoovler. He was teaching high school and coaching football. He began by selling insurance with the Tice Agency. Skip branched out on his own in...

Quincessa "Quincy" Helwagen

Pawsitive Outreach Specialist

hoovlerfinancial@ceteraadvisors.com

Quincy got her pedigree in Barkology from Pawston College. She worked odd jobs for a few years to help pay off her student bones. Soon after, she pupplied for an entry level position as Greeter at Hoovler Financial. Since then, she has...

Susan Conley

Project Manager

(740) 919-5036 Ex.3

(740) 919-5038

susan.conley@ceteraadvisors.com

Susan is the newest member of the team, joining Skip and Amy in early 2021. She spent 13 years in ancillary support of a healthcare system, managing the functions of the volunteer and community relations programs. In 2014, Susan...