Our Team
The Hoover Rossi Advisory Group exists to build lifetime relationships with clients for whom we develop and implement investment strategies through disciplined investment management.
We strive to intimately understand client goals and desires to better create investment strategies to help improve our clients' financial lives.
We understand that building net worth involves not only accumulating and growing assets, but also most importantly, preserving capital. We believe wealth preservation and growth result from using sound investment principles, research, and discipline to implement customized, unbiased, optimized portfolios through our asset allocation strategy.
Investing is about pursuing objectives. The most important aspect of building an investment portfolio is listening to you, getting to know you so we can design a portfolio which best fits your attitude about risk, time horizon, tax situation, family considerations, and goals.
We are passionate about wealth management and the role we play in our clients' lives. Our investment philosophy is derived from decades of investment management experience and extensive education.
Click on the associate's photo to view their biography.
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| N. David Hoover, CIMA®, MBA, AIF® Senior Vice President/Investments |
Peter Rossi, CIMA ®, CFP ® Senior Vice President/Invesments |
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| Mason Billings Financial Advisor |
Malerie Keane Registered Client Service Associate |
Katie Oberbruner Registered Client Service Associate |
Stifel does not offer legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.