Resulting from the merger of:
Helping you achieve better family and financial outcomes
Navigating the complexities of wealth requires more than just expertise — it requires clear direction, thoughtful strategy, and a framework built to last. That’s why individuals, families, and businesses turn to Balefire — where our dedicated advisors guide you through a structured process designed to empower confident decisions today and build lasting legacies for generations.
You choose the destination; we help you get you there.
One Team. Aligned Around Your Vision.
We focus on what matters most to you — transforming complexity into clarity and aligning your financial strategy with your values. With specialists in financial planning, investment management, tax efficiency, and risk management, we deliver coordinated solutions at every stage — from business transitions and family governance to legacy planning. Balefire helps you build intentionally, protect strategically, and lead confidently.
Meet Our Team
John Hoffman
Managing Partner
Jason Hester
Managing Partner
Erika Wood
AIF®, RICP®, CFP®
Executive Director of Planning
Blair Enfield
CFP®
Chief Growth Officer
Pete Peterson
AIF®, CRPS®, CPFA®, C(k)P®
Executive Director Corporate Solutions
Brian Smith
CFP®, CRPC®, MBA
Director of Planning
Jim Mars
CFP®
Chairman of the Board
Steven Rutledge
Executive Director of Insurance Operations
Richard Bjorklund
Insurance Advisor
Brad Neugebauer
Senior Advisor
Scott Munger
Senior Advisor
JW Waggoner
Business Development
Chris Tipton
CFP®, CFS®, ChFC®
Senior Advisor
Emory Smith
Executive Director of Insurance Strategies
George Hester
Senior Advisor
Our Office Locations
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We take a thoughtful, personalized approach to connect you with the right advisor. Schedule a brief call to explore how Balefire can help you move forward with clarity and confidence.
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