Professional Profile
Call Me When
Call Me When... You want to explore getting the most benefit from your business, as well as how to preserve, protect and maximize the value it represents in your and your family's financial future.
Contact Method
Phone: (352) 745-7443 or E-Mail: Jeffrey.Hogue@ubs.com
Profession
Professional Certifications
CFP, CEPA
Functional Expertise
Business Focus

Transition Planning Certification
Exit Planning Institute / The Value Acceleration Methodology
Client Industries
Client Results
Membership
South Florida
Member Since
Member for 2 years
Sponsorship Type
Chapter Leadership Role
Why I'm a Member of XPX
To work with like-minded professionals in order to collaborate and promote increased awareness within the business community of the importance of having a well-defined transition strategy.
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