Chris Hobart
Senior Wealth Advisor
chris@chrishobart.com

Chris is the CEO and Founder of Hobart Financial Group and has worked extensively in the field of financial management. He is a graduate of the University of North Carolina at Chapel Hill where he earned a bachelor’s degree in Business Administration. Chris is a Registered Financial Consultant (RFC®), Investment Advisor Representative (IAR), and Chartered Senior Financial Planner (CSFP). He was acknowledged as one of the nation’s top independent financial advisors by leading industry publication, “Senior Market Advisor Magazine” in 2008 and is host of WRHI’s “Right on the Money.”

Some of the responsibilities and activities that Chris engages in on a daily basis are as follows:

• Develops, services, and delivers financial planning to clients
• Research investment and product offerings
• Develop client event presentations
• Meet with clients to discuss investment strategies
• Ensure the clients feel secure and stress-free during their retirement years regarding their money

Chris resides in Charlotte, NC with his wife, daughter, and two dogs. His passions include staying involved with his Church, volunteering with local charities, and traveling.

Caroline Hoppe
Director of Operations
caroline@chrishobart.com

Caroline joined Hobart Financial Group in 2009 as the Director of Operations. She is a graduate of Clemson University with a bachelor’s degree in Financial Management and also holds a Paralegal Certificate. She has been in the financial and insurance field for 10 years before coming to Hobart Financial Group.

Caroline’s primary responsibilities are as follows:

• Meets with clients and starts new client forms processing
• Follows up with clients as needed to make sure all paperwork is processed correctly
• Processes the new accounts, account transfers, new contributions and redemptions, and beneficiary changes
• Handles operational activities

Caroline resides in Charlotte, NC with her husband, daughter, and dogs. She enjoys reading and spending time with her family and friends.

Maureen Riedel
Client Relations Coordinator
Maureen@chrishobart.com

Maureen joined Hobart Financial Group in 2007 and has worked in various facets of the business. She now concentrates on delivering extraordinary client service by planning educational and social events as well as ensuring that our clients have a positive experience working with Hobart Financial Group.

Maureen’s primary responsibilities are as follows:

• Greets clients and makes them feel comfortable when they visit the office
• Plans and organizes client events
• Handles the scheduling for the Senior Wealth Advisor
• Maintains and distributes weekly letters, quarterly statements, and various other correspondence with the clients

Maureen resides in Fort Mill, SC with her daughter and several pets. She enjoys spending time with her family and friends and riding her Harley Davidson.

Jason Ross
Wealth Plan Specialist

Jason partners with Hobart Financial Group to help create and maintain financial plans for our firm’s clients. He holds a degree in History from Washburn University. Other job duties include creating power point presentations summarizing the Wealth Plans for client meetings and providing weekly updates on the status of the Wealth Planning process.

He and his wife live with their son and dog. He enjoys spending time with family and friends and is a Kansas sports enthusiast.

Renee Hobart
Director of Finance

Renee has worked for Hobart Financial Group since its incorporation and has played a pivotal role in its success. She is a graduate of Campbell University where she earned a degree in Biology. Renee currently serves as Director of Finance where her job duties include handling payroll, managing expenses, and bookkeeping.

Renee resides in Charlotte with her husband, daughter, and two dogs. She enjoys spending time with her family and friends, running, and learning to cook.