Dave has chosen to take a comprehensive and personal approach to serving and achieving the wealth management goals of his clients. He established Hogan Financial Services in 1986 based on the principle of educating our families to ensure they can participate in making active decisions, with the ultimate goal of clients understanding and connecting with their investment portfolio and wealth management plan. He takes great pride in getting to know each of the families he serves and developing long-lasting relationships with them.
Dave has a passion for classic cars and has built a successful niche in the Utah classic car community, focusing on providing comprehensive wealth management, inclusive of protecting his client's passion and investment in their vehicles with classic car insurance.
Dave has over 30 years of investment management experience and holds his Series 6, 63, and 65 licenses, as well as Property and Casualty and his Life Insurance license.
Jessica works in coordination with Dave and our clients as a liaison to ensure an excellent client experience that meets the expectations set forth in our processes, service commitment, and mission. She helps coordinate the day-to-day operations for all client accounts and is the point of contact for changes that need to be addressed.
Jessica's is passionate about connecting and developing long-term relationships with clients and helping them achieve their goals. She finds the most rewarding part of her role is the opportunity to see clients through the highs and lows of life and provide them with support in some of the most pivotal decisions and moments they might experience.
Jessica has been with Hogan Financial Services since 2015.
Jay's expertise in all areas of insurance is apparent in the way he holistically cares for our clients and their need to provide for and protect their families, businesses, and assets through developing insurance strategies that meet their needs - for individual clients, as well as business owners, commercial insurance and farming and agriculture industries. Jay works collaboratively with our Wealth Management team to ensure that all aspects of protection are evaluated and addressed through the insurance plan provided to each client.
Jay is licensed in Property and Casualty insurance.
As part of our client relationship team, Andria excels in servicing our insurance clients with their everyday needs. She advocates for clients during their claims, interfacing between claims representatives and clients when needed, Andria is sure to leave each client feeling pleased and appreciated after working with her.
Tammy is a licensed health and life insurance agent and member of our client relationship team. Tammy assists Dave in developing life insurance strategies that meet our client's current and future needs. With over 30 years of experience in the medical field as a nurse, she is well equipped to understand the needs of clients, as well as help facilitate the underwriting process to ensure a smooth process for life insurance policies. Tammy is a passionate advocate and resource for our clients and always goes above and beyond for them.