Layne D. Hoekema, CFP®, CPA/PFS, CWS®
Sr. Private Wealth Advisor, Sr. Partner
Indianapolis, IN
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Services Offered
Layne Hoekema is a senior private wealth advisor for the Private Wealth division and senior partner of Ronald Blue Trust and serves his clients out of the office in Indianapolis, Indiana.
As an experienced wealth advisor to individuals, families, and businesses, Layne uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Layne and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Throughout his more than 20 years of experience serving clients, Layne has found his passion is to see his clients use the platform they have been given, whatever that may be, to bring glory to their Maker.
Prior to joining the company, Layne worked for Pandolfi, Topolski, Weiss & Co. in auditing programs for municipalities and not-for-profit organizations and with Ogrizovich Financial Management as a financial planner.
Layne graduated with high honors from Trinity Christian College in 1996 where he earned his BS in accountancy with an emphasis in finance. He passed the CPA exam in 1996 and became a CERTIFIED FINANCIAL PLANNERTM certificant in 2004. In addition, he completed the requirements for a Personal Financial Specialist (PFS) in 2004. The PFS designation is a credential maintained by the American Institute of Certified Public Accountants (AICPA), of which he is a member. He is also a Certified Wealth Strategist® (CWS®) and a member of Kingdom Advisors.
Active in the community, Layne is a member of his local church where he participates in an accountability and Bible study group. He has also served on the board of The Oaks Academy and numerous committees with Heritage Christian School and other nonprofits.
He and his wife, Sarah, live in Fishers, Indiana and have four children.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.