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Rudy Hogan is a seasoned financial professional with 42 years of experience in strategic planning, sales, estate planning, financial planning, leadership, and retirement planning. He has held various roles, including Partner at LifeScope Planning and Investment Services, Regional Manager at J. C. Bradford & Company, Director of Marketing at Modern Maid-Appliance Manufacturers, Accountant at a small CPA firm, and Assistant Examiner at the Office of the Comptroller of the Currency. He holds a Bachelor of Business Administration degree from Morehead State University and a Securities Industry Institute degree from the Securities Industry Association.

Experience

  • LifeScope Planning and Investment Services
    • 122 Lee Parkway Dr., Ste 113, Chattanooga, TN 3...
    • Partner
      • 1982 - Present
      • 122 Lee Parkway Dr., Ste 113, Chattanooga, TN 3...

      Financial Planning, estate planning, business purchases, retirement planning, specialty planning for estate distribution, stock and security transfers for estates.

    • Regional Manager
      • Apr 1982 - Jan 2002
      • Nashville

      Advisor-1982, Sales manager-1984 Partner-1989, Managing Partner (Chattanooga office) 1990, Senior Advisory council 1992-1997, Regional Manager-1998, Firm Planning Committee, Vanderbilt Advanced Leadership Program.

  • Modern Maid-Appliance Manfacturers-now
    • Chattanooga, Tennessee Area
    • Director of Marketing
      • Jul 1978 - Apr 1982
      • Chattanooga, Tennessee Area
  • Small CPA firm in Cincinnati and Dayton Ohio
    • 2yrs in Cincinnati and 2yrs. in Dayton, OH
    • accountant
      • Jul 1974 - Jul 1978
      • 2yrs in Cincinnati and 2yrs. in Dayton, OH

      Auditing and tax work.

    • Assistant Examiner
      • Aug 1970 - Feb 1974
      • Indianapolis, Indiana Area

      Audited all National Banks in the state of Indiana. A very eye opening experience on how the Federal Government works.

Education

  • 1991 - 1994
    University of Pennsylvania - The Wharton School
  • 1974 - 1976
    University of Dayton
  • 1966 - 1970
    Morehead State University, Morehead Kentucky

Suggested Services

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Industry Focus. “Financial Services”

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