Eun H. (Rachel) Kim, Managing Member

Eun H. (Rachel) Kim, Managing Member

  Paul A. Meloan, Managing Member

Paul A. Meloan,
Managing Member

  Viveka M. Ryn, Managing Member

Viveka M. Ryn,
Managing Member

  Jean M. Hoff, Principal

Jean M. Hoff,
Principal

  Michael A. Treanor, Wealth Advisor

Michael A. Treanor,
Wealth Advisor

  Sandra C. Hou, Director of Tax

Sandra C. Hou,
Director of Tax

  Yvonne Spencer, Client Relations Associate

Yvonne Spencer,
Client Relations Associate

 

 

Jean M. Hoff, Principal

Jean combines keen analytical skills with business acumen to serve Aegis clients.  With Aegis since 2006, Jean became a principal of the firm in 2014. Jean takes time to ensure comprehensive planning truly reflects the client’s personal goals.  She delights in motivating clients to achieve their goals – savings targets during wealth creation, spending plans during wealth preservation, and strategic actions for wealth transfer.

In addition to her M.B.A. from the Wharton School at the University of Pennsylvania, Jean holds a Master’s degree in Chemistry from the University of Maryland and B.S. in Chemistry from Williams College in Massachusetts.  She earned the Certified Financial Planner™ designation in 2009.

Prior to Aegis, Jean worked for fifteen years at ICF Consulting, preparing environmental and economic analyses for government and private sector clients.

She is deeply committed to involvement in her community.  Jean holds leadership positions at St. Columba’s Episcopal Church.  She lives in Chevy Chase, Maryland with two awe-inspiring daughters, a rambunctious (and perpetual) puppy, and a semi-tolerant cat.