Avery Hohlbein

CFP®, Legatus Memoria®, Chief Operating Officer, Financial Planning Specialist​

Avery was promoted to Chief Operating Officer for Legatus Memoria® in 2022 to help oversee the expansion and training of additional Vice Presidents of Sales and their respective staff teams.

​Avery is an associate financial advisor who has been in the financial services industry since 2015.

Specializing in comprehensive financial planning for individuals and corporations that includes:
- Employee and Executive Benefits planning, Investment Strategies, Financial Planning, Estate Planning, and - Retirement Income planning

Since 2019 he has practiced exclusively in: 
​- Case design and implementation of Bank Owned Life Insurance (BOLI)
- Non-Qualified benefit plan designs for corporations, banks, and financial institutions 
- Case design and implementation with “The Legacy Life Executive Benefit®”
- Product knowledge and carriers relations for major insurance companies in the bank and corporate markets

He has a degree in Business Administration with a focus in Personal Financial Planning from Central Michigan University in Mt. Pleasant, MI

Avery is a Certified Financial Planner™, CFP® 

---