Who We Are

Who We Are

Brett J. Hoffman, AIF®

Executive Vice President

Brett is an advisor who helps business owners build a compliant, defined contribution benefit plan to attract and retain top-notch employees. He believes the key to a successful retirement plan is to build it with flexible design features and a solid investment lineup and make minor adjustments over time.

Brett has more than 20 years of experience helping small and mid-sized business clients and has built a successful practice in the Greater Washington DC area and beyond. He is the lead advisor for the retirement consulting team, which prides itself on delivering personal, hands-on service, tools, and resources every business owner, HR professional, and retirement plan committee is seeking. Prior to joining the Insurance Exchange in 2000, he worked at Cohn Reznick Group, a large Washington DC-based public accounting firm, where he obtained experience in for-profit and nonprofit audits and corporate taxation. He is a graduate of the Robert H. Smith School of Business at The University of Maryland. He is an inactive Certified Public Accountant (CPA) and an Accredited Investment Fiduciary® (AIF®); and has received formal training in investment fiduciary responsibility. He has FINRA Series 7, 24, 63, 65 securities registrations and life and health insurance licenses. 

Brett is married and lives in North Potomac, Maryland, with his wife and three children. When he is not working with clients, Brett likes to travel, coach his children’s sports teams, and challenge himself with an occasional Tough Mudder or 10K race.

Karen C McArthur, AIF®

Financial Services Manager/Advisor

As Financial Services Manager at HUB International, Mid-Atlantic in the Rockville office, Karen works directly with Lead Advisor Brett Hoffman, CPA, AIF® and the clients we serve.  She is dedicated to providing exceptional customer service to all of our clients as well as being a trusted resource for information.  She is a graduate of Westminster College with a BA degree in Business Administration.  In additon to her Series 7 & 66 Securities licenses, she is licensed in Life and Health and has earned the Accredited Investment Fiduciary® professional designation and has received formal training in invstment fiduciary responsibility.

Her financial perspectives and knowledge are well rounded from her broad industry roles at high profile companies such as Merrill Lynch, Oppenheimer Funds and Jackson National Life.  She has over 20 years of experience in financial services.

Karen is married and has three sons, two step-sons and four grandchildren that bring her a lot of joy and keep her very busy.  In her spare time she enjoys cooking, baking, long walks and sunsets.