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Following Our Passion

So you can chase what matters most to you.

Every one of our partners comes from a different segment of the industry. This experience enables us to create sound financial solutions that take every angle of your situation into consideration, all while remaining focused on the aspects that matter most to you. With this approach, we strive to eliminate any confusion and doubt you have about your future, paving the path to a new life where your goals and needs are the number one priority.

Our company philosophy is based on doing what’s right for you as a guiding principle.  We strive to set ourselves apart by delivering recommendations solely meant to benefit you. Driven by a desire to make a genuine difference in people’s lives, every member of our team has chosen this career because we believe well-managed money leads to a more abundant and fulfilling life.

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Charlie Hoffmann

Chief Executive Officer, AIF® | MBA

Charlie has been in the financial services business for over 26 years. From his days as an analyst in the pharmaceutical industry to his current responsibilities helping our clients achieve their dreams, he has been steadfast in his vision of helping people effectively manage their money. He understands that while his clients know how to make money, his responsibility is to help them make their money work for them.

As one of our financial advisors, Charlie brings hands-on knowledge of what it means to be a small business owner to FourFront Advisors. Prior to co-founding FFA, he co-founded a pharmaceutical marketing research firm that he later sold to a Fortune 500 company.

Certifications and Education

  • Registered Representative and Investment Advisor Representative for Commonwealth Financial Network®, a Registered Investment Advisor. 
  • Accredited Investment Fiduciary® (AIF®).
  • FINRA Series 7, 63, 65 and 66 securities registrations.
  • Holds life, health, and annuity insurance licenses.
  • Master’s degree in finance from Drexel University with a concentration in investments.
  • Bachelor’s degree in geology from the University of Pittsburgh.

Fun Facts

  • Backpacked in the Himalayas
  • Words to live by: “Enjoy every sandwich”
  • His wife Laurie says he can fix anything, often calling him “MacGyver.”
  • Most unusual thing in his office: Mt. St. Helen’s ash.
  • Ben and Lexi think it’s cool their parents met on their first day of MBA school at Drexel.
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Pete Hoffmann

Chief Investment Officer

As the chief financial officer and investment analyst, Pete provides portfolio design and management services for individuals and small business owners. He is responsible for 200+ households across the mid-Atlantic region.

Pete has been in the financial services industry for more than 25 years. Prior to becoming a partner at FourFront Advisors, he spent four years at Smith Barney in Pittsburgh, Pennsylvania. This gave him a unique perspective of working at a large Wall Street firm. He later decided to team up with his brother, Charlie Hoffmann, and launch the investment arm of a 50+ year old life insurance firm. Pete resides in Fort Washington, Pennsylvania, with his wife Staci and three children, Sam, Olivia, and Will.

Certifications and Education

  • Registered Representative and Investment Advisor Representative for Commonwealth Financial Network®, a Registered Investment Advisor. 
  • FINRA Series 7, 63, 65 and 24 securities registrations.
  • Holds life, health and annuity insurance licenses.
  • Bachelor's degree in economics from the University of Pittsburgh.

Fun Facts

  • Ran the Marine Corps Marathon in sub 4 hours (3:57!)
  • Has coached for several years at Upper Dublin Lacrosse Club leading his group to a few championships.
  • The scar on his head is from Charlie chasing him through the house and ultimately ended with Pete running through a glass door.
  • Hiked 14% of the Appalachian Trail with his three brothers over several years.
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Jim Butler

Director of Financial Planning, CFP® | AIF®

After working for two large financial services companies   Jim decided to go smaller and independent to be more in line with his clients’ interests.  Videre Wealth  Management was born  (as an independent Registered Investment Advisory firm) in the summer of 2000.  . As  Videre approached its  20th birthday,  Jim  kept singing one of his favorite quotes, “The only thing new in the world is the history you don’t know.” - Harry Truman. That lead him to a new era of learning and other like-minded  financial professionals. The result:  a new firm - FourFront Advisors.

Certifications and Education 

  • Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Advisor.
  • Accredited Investment Fiduciary® (AIF®).
  • FINRA Series 7, 63 and 65.
  • Holds life, health and annuity insurance licenses. .
  • Bachelors of Business in accounting and finance from Western Illinois University.

Fun Facts

  • He proposed to his lovely bride on a ski slope.
  • Jim and Charlie cycled two centuries together back when the Livestrong Foundation organized rides in major cities.
  • He took ballroom dance lessons for two years.
  • He has read every Harry Potter book and watched all the movies - twice.
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Caitlin Persico

Client Services Administrative Assistant


As the client services administrative assistant, Caitlin Persico provides administrative support to the advisors and ensures timely and thoughtful processing for our clients.  Caitlin is the newest addition to the team with previous experience in financial services as an operations specialist.

Originally from the Reading area, Caitlin studied Music Education at Bloomsburg University.  She currently resides in Willow Grove with her husband and son.

Certifications and Education

  • Bachelor’s degree from Bloomsburg University

Fun Facts

  • Plays multiple instruments including guitar, piano, violin, and clarinet
  • Loves going for walks with her dog Rivers

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    Grace Butler

    Finance Manager

    Grace joined her husband (Jim) at Videre Wealth Management, Inc., in the spring of 2000 to help build the business and better serve their clients. Her focus was on managing the accounting and finance functions for the office, including corporate taxes, payroll, accounts payable and receivables.

    Certifications and Education

    • Bachelors of Science in hotel, restaurant and travel administration from the
    • University of Mass in Amherst.

    Fun Facts

    • Grace’s maiden name is Soprano, she is from NJ and her late father’s middle name is Tony!
    • Some of her favorite holiday foods are homemade pasta and stuffed vinegar peppers.
    • She loves country music and has been known to wear her ‘Western’ boots around the house.
    • Grace has naturally curly hair but you couldn’t tell by her hair style. She says, “way too hard to take care of” much to her husband’s dismay.

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