Who We Are

We are smart, nice, and honest, work as a fee-only, fiduciary firm, and are highly credentialed. We are at the ready to help you navigate both the expected and the unexpected financial events in your life.  Whether it’s brainstorming or advising, or communicating, coordinating, or implementing financial decisions, you can count on us for cutting edge expertise delivered with the Midwestern values of integrity, discretion, and plain speaking.

Paula H. Hogan, CFP®, CFA

Founder and CEO.

Paula is a nationally recognized leader in the financial advisory field and has served on the national boards for the Financial Planning Association and for NAPFA, the National Association of Personal financial Advisors. In addition to working as a financial advisor, Paula has published multiple articles in the AAII Journal and in the Journal of Financial Planning, and has also co-authored papers for the Wharton Pension Research Council and for The John Marshall School of Law Employee Benefits Annual Symposium. Paula’s education includes an Economics degree from Princeton University and a Master of Science degree in Health Care Policy & Management from the Harvard School of Public Health. She has been voted one of the Top 50 Women in Wealth by AdvisorOne/Bloomberg Wealth Manager and in 2002 received the Robert J. Underwood Award for her substantial contributions to NAPFA and to the financial advisory profession. She and her husband Quinn live on the east side of Milwaukee after having raised their four children in Whitefish Bay.

Clint R. Wondra, CFP®, CPA/PFS

Shareholder and Chief Operating Officer.

In addition to serving clients as a financial advisor, Clint serves as our Chief Operating Officer. Prior to joining the firm, Clint was a tax manager for PricewaterhouseCoopers LLP working first in Chicago and then in the Milwaukee office as part of PwC’s national Personal Financial Services (PFS) practice. Clint earned both his undergraduate and Masters of Accountancy degrees from the University of Wisconsin-Madison Business School. Clint is a licensed CPA in Wisconsin and holds the Personal Financial Specialist (PFS) designation issued by the American Institute of Certified Public Accountants (AICPA). He is also a member of the Wisconsin Institute of Certified Public Accountants (WICPA) and serves on the board of the Financial Planning Association (FPA) of Wisconsin. Clint is a sports and fitness enthusiast who stays active golfing, playing basketball and weight training. He and his wife, Amanda, live in Richfield where they are raising their growing family.

Thomas Meeker

Associate Financial Advisor.

Starting at Hogan Financial as a financial services intern, Thomas worked his way into becoming a trusted associate financial advisor.  In addition to client service responsibilities, Thomas assists with portfolio management reporting and rebalancing.

Thomas is a graduate of Marquette University with a degree in Finance and study abroad experience from his semester with the University of Southern Denmark. He is currently a Level 2 candidate in the Chartered Financial Analyst Program. Thomas is a member of the local Chartered Financial Analyst (CFA) Society of Milwaukee and of the Financial Planning Association (FPA) of Wisconsin.

Thomas is an avid triathlete who loves to share his enthusiasm for the sport.  He is a past head of the Marquette’s Triathlon Club and currently enjoys working as an Assistant Coach for the middle school athletes of the Bruce Guadalupe Mountain Biking Team.

Jackie Huettl

Operations Manager.

Jackie’s duties include keeping the office running smoothly by maintaining files, improving automation, and making sure clients are getting the service they need. She likes the office’s welcoming and relaxed environment and the effort everyone makes to treat clients like family.

When Jackie isn’t in the office, she enjoys spending time with her husband and three children.

Suzanne Rabideau

Client Account Administrator.

Suzanne is the person with the friendly greeting when you call or visit our office. She is a Wisconsin native and began her career with us in 2012. From her previous work experience at another financial firm, she was familiar with the financial industry, but at Hogan Financial was immediately impressed with the personal and comprehensive nature of our services. Suzanne has diverse responsibilities beyond her Client Account Administrator role including bookkeeping, vendor relations, and scheduling.

When not at work Suzanne likes to craft, go to movies with her husband and spend time with her daughters and their families. Suzanne also bowls competitively… but only in her ‘spare’ time.

When I thought about my future career, I knew that I liked working with different people and I knew that I wanted to do something meaningful. With those two things in mind, my first career thoughts were about… healthcare. 

I started working in the field and even earned a Master’s degree in Health Policy & Management, but continued to feel the pull of both finance and working with individual people. 

At that time the whole notion of a comprehensive, fee-only financial advisor did not exist, so I detoured to different positions with a couple of large banks, and, during a maternity leave, I satisfied my desire to work with people by founding and running a pre-school in Odessa, Texas (from “Friday Night Lights” fame).

Eventually, I learned about a new type of financial advisor that was just coming into existence. I realized immediately that the career of comprehensive, fee-only planning would be my calling. I jumped in early and enthusiastically. 

While juggling raising a family and running the preschool, I studied for and took both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) exams. The school outlasted my tenure in Texas and was a beautiful place for our children and for our community. I think that’s where I solidified my entrepreneurial leanings.

After moving to Wisconsin, with certifications in hand, I worked briefly for an independent financial planner. It didn’t take long for me to formalize my own notions of financial advice; in 1992, I started this firm.

Despite my extensive training in financial planning, my prior life and work experiences have been crucial in helping me understand how life ebbs and flows for each of us and how important it is to keep a clear vision of what is meaningful and what you really care about.

From the start, my vision has been to provide individual advice and to take the worry out of personal finance for my clients. Our work is based on truly understanding each client’s unique situation, including what stage of life they are in (using a “life cycle theory” of investing), their resources and, importantly, their hopes for the future (this is all part of “comprehensive planning”).

A fundamental value to me is that we be worthy of our clients’ trust. To me that means high integrity and transparency in our relationships, impeccable reliability in our work, and cutting edge excellence in our advice.

I am pleased to be considered one of the pioneers of the field, but even more so that we have been early adopters at several fundamental turning points (including the use of asset class investing, or index mutual funds, and more recently, the adoption of a life cycle investing point of view). I am proud that we continue to help shape the industry for the benefit of clients everywhere, even as we go about the business of focusing on our own clients.