IS YOUR FINANCIAL LIFE IN THE GREEN?
At Green Peaks Planning, our goal is to help you achieve peak financial readiness.
Over more than a decade of experience helping clients achieve their financial goals, we’ve noticed a trend. Many clients have a solid investment plan, but not much else. Because many financial professionals are compensated based on product sales, they focus solely on investment management.
At Green Peaks Planning, we take a different approach.
It’s our goal to ensure all areas of your personal financial life are operating at their peak. To do so, we work with you to develop a custom, comprehensive plan that incorporates all aspects of your life and finances. We take an education-based approach to help ensure you are comfortable with all recommendations before we implement them. Most importantly, we operate in a fiduciary capacity, which means you can be confident that every decision made is in your best interests.
Meet Our Founder
Bret Hoffman, ChFC®
Founder, Financial Advisor
Bret founded Green Peaks Planning with a vision of helping clients reach the pinnacle of success in all areas of their personal financial lives. He believes that having a strong investment portfolio is a great start, but long-term success is best achieved when all aspects of a client’s finances are operating in the green.
Bret has more than 13 years of experience as a financial advisor. Since 2008, he has helped hundreds of clients across all walks and stages of life, from CEOs of large publicly traded companies, to new investors just starting on their financial journey. Regardless of who he’s working with, Bret remains focused on providing custom solutions to help achieve his clients’ dreams.
Before founding Green Peaks Planning, Bret served as a financial advisor at Edward Jones. He also served as a senior financial consultant at TD Ameritrade. His earliest work experience includes helping his dad install carpet and wash tractors and combines in his home town of Red Cloud, Nebraska. After graduating from high school, he served as a missionary in India and Mongolia.
Bret and his wife, Oyun, have a 13-year-old son named Jagaa. In his free time, Bret enjoys hunting, fishing and playing guitar.
Josh Williams
Financial Advisor
Josh Williams has been in the securities and investment industry since 2006, bringing nearly two decades of expertise to his role as an investment and financial advisor. Throughout his career, Josh has guided clients toward achieving their financial goals with precision, integrity, and personalized care. His experience supervising his firm’s trading desk has given him a deep understanding of market dynamics, risk management, and the importance of effective trade execution—all of which inform his approach to client strategy.
Josh’s extensive knowledge spans both front office and back office brokerage operations, which provides him with a holistic perspective on the investment process. His blend of client service and operational accuracy ensures seamless experiences for his clients. Additionally, Josh’s proficiency in fixed income trading, trade corrections, and compliance with FINRA regulations further reinforces his commitment to acting in the best interests of his clients, managing their investments with care and responsibility. Integrity is at the core of his practice, ensuring that every recommendation aligns with his clients’ long-term success.
Outside of work, Josh has a passion for music that keeps him creative and grounded. As an avid guitarist, he enjoys exploring different genres—especially rock—and often crafts new melodies to evoke a sense of magic and reduce anxiety. Josh’s love for music extends beyond playing, as he has also taught guitar lessons, sharing his skills and passion with others who are eager to learn.
Josh also loves spending time outdoors. Whether hiking through nature trails or camping under the stars, he enjoys connecting with the natural world. His love for the outdoors began in his childhood days as a Boy Scout and has continued into adulthood, making these adventures some of his favorite pastimes. He also enjoys experimenting in the kitchen, cooking up everything from his signature “snake eggs” to new and exciting recipes. Trying out different types of exotic foods or discovering a new local restaurant is one of his favorite ways to spend a day off.
In addition to his love for music and nature, Josh enjoys reading both fiction and non-fiction books. He has a particular interest in dystopian literature as well as business-related books, always seeking to expand his knowledge in both his professional and personal life. Josh is also a proud father of two children, Jacob and Ashley, who inspire him to stay curious, adventurous, and grounded in his pursuits.
