Greenwood Hoff Wealth Management
By: Amanda Graves
Photos by Michael Nelson
After several years of creating the perfect trio, the Greenwood Hoff team is thrilled to launch their own brand. Stemming off of their parent company, Cetera Investors, Matthew Greenwood, Lorissa Hoff, and Dana Cafaro are eager to share their combined 45 years of experience with their clients and help them navigate the world of financial planning. Between their passion for their field and dedication to being an active member within the community, they can’t wait to see where this journey takes them.
Matthew began his career after graduating from Siena College in 1995 and earning a bachelor’s degree in finance. Originally, he worked for First Investors that later was changed to Foresters Financial. Throughout his career, he has consistently tried to improve the lives of those around him by setting them up for success. “The idea of always wanting to help families and people plan for their future is where I started my career and still am today,” he shared. In 2008, he decided to shift from working independently to creating a team. Dana joined Matthew as the registered practice operation coordinator. She has a bachelor’s degree in economics and business from the University at Albany, holds Series 6, 63, 66, and 7 licenses, and a life insurance license. Additionally, Dana is a Notary Public in New York State. Her expertise and experience helped grow the company, which expanded to include educational seminars, client appreciation nights, and charitable events. In 2018, the team grew again and became complete with the addition of Lorissa. During her time as a student at SUNY Oneonta, she completed an internship with Foresters Financial where she met Matthew. After earning her bachelor’s degree in economics and finance, she accepted a full-time position with the firm. In 2019, Foresters Financial was acquired by Cetera Investors, and their team was completed.
Each person brings a unique skillset to the group, which has allowed the Greenwood Hoff team to provide the best services to their clients. All three value the people they help and want to see them succeed with their financial goals. Matthew shared that, “It’s not how many can we get this week, it’s how can we help the most this week.” Dana assists Matthew and Lorissa by overseeing daily business operations, and managing both event planning and marketing efforts. Her role is crucial in providing every client with exceptional service and maintaining strong communication between the team. Planning for the future, Lorissa is focused on building relationships with every client, reassuring them that they are set for years to come. “It’s not just a pass off— if and when Matt retires, they already have that relationship,” said Lorissa.
This commitment to forming a close relationship with their clients is what differentiates Greenwood Hoff from the Cetera brand. All three members of the team wanted their firm to be an active part of the community, and they saw an opportunity when Lorissa got married and changed her name. “It just gave us the opportunity more than just changing her last name on paperwork to really rebrand and really emphasize who we are within the Cetera structure and that is the Greenwood Hoff Wealth Management. It allowed us to be more personalized, create our own brand, just a refresh,” explained Matthew. Dana continued to explain how they wanted to emphasize, “Our more personalized approach versus the generic Cetera brand. That’s not us.” Since their start, the Greenwood Hoff team has been working endlessly to not only help their clients, but the community in which they live. They actively participate in countless charities including: Toys for Tots, the Regional Food Bank of Northeastern New York, and the Ronald McDonald House. “Community giveback is an important part of who we are and speaks to what we like to do,” explained Matthew. Overall, Dana, Matthew, and Lorissa have built a hard-working team that is focused on doing right by their clients, and helping their community thrive. For more information about the Greenwood Hoff Wealth Management firm visit their website: https://www.teamgreenwood.ceterainvestors.com/.