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.
Kristopher Maleski, AIF®
Senior Relationship Manager
Kris Maleski is a Financial Advisor / Senior Relationship Manager at the Insurance Exchange, a division of Hub Mid-Atlantic; he works directly with Brett Hoffman, AIF®, and the clients we serve. He believes that in being a fiduciary to his clients, you must provide superior client service through prudent investment management and on-going due diligence.
Kris has almost 10 years of experience working with individual clients through servicing and providing investment advice in the greater Washington DC area and beyond. He is very analytical and detail-oriented when it comes to completing projects and specializes in fund selection and monitoring of securities/funds. Prior to joining the Insurance Exchange, he worked for a two boutique investment advisory firms as an Investment Analyst, specializing in portfolio management for high-net worth clients and served on the firm’s investment committee. He received his undergrad degree from Gannon University in Erie, PA, majoring in Finance. He holds the Accredited Investment Fiduciary® (AIF®) designation and FINRA series 7, 63, & 65 securities licenses along with Life/Health insurance licenses.
In his spare time, Kris enjoys running outside, attending sporting events, reading up on the financial markets, and hanging out with family & friends.