Jeff Hector

Jeff Hector

CPA, CA, FEA
Senior Wealth Advisor
Assante Financial Management Ltd.

You care deeply about your family, your community, and your vocation. I share those values, and work closely with you to balance and strengthen the financial and logistical underpinnings of all three of these major areas of your life.

In particular, I guide families in business, professionals, and executives through major transitions, such as a family business leadership changeover, the retirement of a professional partner, or an executive buyout opportunity. Together, we will craft the best wealth management plan, philanthropic strategy, and business transition plan for you, your family, your community, and your business or professional practice.

My experience as a partner in a public accounting practice and CFO in a large family business before becoming a family business and senior wealth advisor, is enhanced by the support of our whole team to ensure you follow a well-rounded strategy, even through transitional periods, that meets your family, community, and business goals.